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Call someone from the browser

Quick dial any number or contact; calls log automatically with outcome, recording and notes.

6 steps about 1 min captured 2026-10-17 Artra
1

Open "More → Calls" in the sidebar for call history and filters.

Step 1: Open "More → Calls" in the sidebar for call history and filters.
2

Click the phone button in the bottom-right to open the dialer.

Step 2: Click the phone button in the bottom-right to open the dialer.
3

Search a contact by name, company or phone — or type a number on the keypad.

Step 3: Search a contact by name, company or phone — or type a number on the keypad.
4

"Prep" shows the contact's recent activity and notes before you dial; "Notes" and "Tasks" are there during the call.

Step 4: "Prep" shows the contact's recent activity and notes before you dial; "Notes" and "Tasks" are there during the call.
5

Click the record icon to toggle recording and consent handling for this call.

Step 5: Click the record icon to toggle recording and consent handling for this call.
6

Back on Calls, filter history by rep, outcome and date to review what happened.

Step 6: Back on Calls, filter history by rep, outcome and date to review what happened.
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