Place an Outbound Call

You can place an outbound call to any customer using your CallRail tracking numbers. When you use CallRail to place an outbound call, we'll dial your number first 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:

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

Getting Started

CallRail logs 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:

screenshot_1276.png

From a Caller's Timeline

You can return a call to a customer who's previously called you by navigating to their timeline.

  1. Select Activity at the top of the page.

    screenshot_2056.png

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

    screenshot_1284.png

  3. Click phone icon beneath the caller's name at the top of the page.

    Screen_Shot_2017-08-21_at_9.59.47_AM.png

  4. Next, choose the phone number that you will be calling from. This is the number we'll call you on, and not the number the caller will see on their caller ID.

    Screen_Shot_2017-08-21_at_10.05.39_AM.png

  5. Click Begin Call.

    Screen_Shot_2017-08-21_at_10.11.30_AM.png

  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 press 1, 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 who's previously called you directly from your call log.

  1. Select Activity at the top of the page.

    screenshot_2056.png

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

    Screen_Shot_2017-08-21_at_10.14.06_AM.png

  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.

    Screen_Shot_2017-08-21_at_10.05.39_AM.png

  4. Click Begin Call.

    Screen_Shot_2017-08-21_at_10.11.30_AM.png

  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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