Place an Outbound Call

Using your CallRail tracking numbers, you can place an outbound call to any customer. This includes customers who have previously called your business, as well as customers you're reaching out to first. When you use your tracking numbers to place calls, we'll dial your number and you'll be asked to "Please press 1 to connect to (phone number)." Once you answer, we'll dial the recipient for you. From their perspective, it's just like you called them directly from your phone — except your tracking phone number will show up on their caller ID.

Use this article to learn how to:

  • Make a call from Lead Center
  • Place a call from a caller's timeline
  • Return a call from your call log

Getting Started

CallRail will also log your outbound calls in your call log so that you and your team can see your inbound and outbound calling efforts in a single place. Any outbound call on your call log will be marked with this icon:

Using Lead Center

Use the instructions below to place an arbitrary outbound call from Lead Center.

  1. Choose the company whose tracking number you'd like to use as the caller ID.



  2. Click Lead Center at the top of the page.

    Screen_Shot_2017-05-03_at_1.03.36_PM.png

  3. Select the Dialer button.

    Screen_Shot_2017-05-03_at_2.23.40_PM.png

  4. Your outbound dialer will appear on the left side of the page.

    • Enter the phone number that you'd like to call.

      Screen_Shot_2017-05-03_at_2.27.33_PM.png

    • In the Call From field, select the tracking number you'd like to appear on the caller ID of the person you're calling.



    • Click the checkbox to Record call if your account is set up to record outbound calls.



    • Click Connect with your phone and enter your telephone number where we should call you.



  5. Click Begin Call.



  6. We'll then dial your number and you'll be asked to "Please press 1 to connect to (phone number)." Once you answer, we'll dial the recipient for you. From their perspective, it's just like you called them directly from your phone — except your tracking phone number will show up on their caller ID.

From a Caller's Timeline

You can return a call to a customer whose previously called you by navigating to their timeline.

  1. Select Activity at the top of the page.



  2. Click the Timeline icon for the caller you'd like to call back.

    Timeline.png

  3. Click Return this Call from the righthand side of the page.



  4. Next, choose the phone number that you will be calling from. This is the number where we will call you; the caller won't see this number.



  5. Click Begin Call.



  6. After you click "Begin Call", we'll dial your number and you'll be asked to "Please press 1 to connect to (phone number)." Once you answer, we'll dial the recipient for you. From their perspective, it's just like you called them directly from your phone — except your tracking phone number will show up on their Caller ID.



On the Activity Page

You can also return a call to a customer whose previously called you directly from your call log.

  1. Select Activity at the top of the page.



  2. Click on the phone number you'd like to call from the call log.



  3. Next, choose the phone number that you will be calling from.This is the number where we will call you; the caller won't see this number.



  4. Click Begin Call.



  5. After you click "Begin Call", we'll dial your number and you'll be asked to "Please press 1 to connect to (phone number)." Once you answer, we'll dial the recipient for you. From their perspective, it's just like you called them directly from your phone — except your tracking phone number will show up on their caller ID.

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