Calling - Basic Operations ( Make/ Receive Calls )

Salesmate CRM’s built-in VoIP-based phone system enables you to call your clients from anywhere with our mobile and web apps.

You can Make/Receive Calls via your Browser or Phone. 

Topics Covered:

• Making a Call - Dial Out
  • Call via Browser
  • Call via Phone
• Receiving a Call - Incoming Call

Making a Call - Dial Out

To make an Outgoing Call,

• Click on the Make a call button (  ) on the top right. 
• Copy/Type the number into the To field to dial out.
• This option is if you have a number that is not associated with a contact.

Call via Browser

You can also call out of Salesmate by heading to the Contact List Page. To make a Call via Browser,

• Go to Contact List/Detail Page.
• Hover over the number you wish to call.
• It will display the option to Call via Browser OR Call via Phone.

• Click on Call via Browser.
• As you hit the option a pop-up will be displayed with the Contact Name.
• On this pop-up, You can take notes, disconnect the call, or start OR stop recording the call. 

Call via Phone

In order to place a Call via Phone, You will need to add a mobile number, 

• Click on Profile Icon (Top Right).
• Go to My Accounts. 
• Add your Mobile Number.

• Now, Go to Contact List/Detail Page.
• Hover over the number you wish to call.
• Click on Call via Phone.
• This will make calls from your mobile number to the contact. 

To receive calls in Salesmate:

• When you have an incoming call on your number a pop-up will be shown with the number if the number is not saved as a contact in Salesmate. 
• If the number exists in Salesmate-related contact will be shown.
• You can choose to pick up (receive) the call using the Green button or Hang Up using the Red button.
• Once you receive the call, you can log it.