The CRM includes a built-in dialer, so you can call prospects without leaving the platform — and every call is logged against the lead automatically.
Ways to start a call
From the Leads table — click the green Call button in the lead's Phone column.
From a lead's profile — click the Call quick action.
From the Dialer page — click Dialer in the left sidebar for the full calling workspace.
The call widget
When a call starts, a call widget appears and stays visible while you work, so you can look at the lead's profile, timeline, and previous notes during the conversation.
Call notes
Notes you take during or after a call are saved to the lead and appear in the Call Notes tab on their profile. This gives you and your team the full calling history for every lead in one place.
Tips
Check the lead's timeline before dialling — knowing they opened your last three emails changes how you open the call.
Write your note immediately after hanging up, while the details are fresh.
Create a follow-up or task straight from the profile while you're still on the lead's record.
Use the dashboard's Recommended Leads card to build your call list — it surfaces leads based on engagement.