Placing an Outbound Call from the Call Log

This article is about placing an outbound call from the Activity page in CallRail. You can also place outbound calls from your tracking numbers using Lead Center or the CallRail mobile app.

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.

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:

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Calling from 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.

  2. Click on the Edit Columns button in the Call Log and make sure Contact is checked. Click Apply.

    Edit_columns.png

  3. Click the phone number you'd like to call in the Contact column of the Call Log. 

    Screen_Shot_2017-08-21_at_10.14.06_AM.png

  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. Click Begin Call to call your customer.

    Screen_Shot_2017-08-21_at_10.05.39_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.

Other methods

Placing and Answering Calls in Lead Center

Placing and Returning Calls from the CallRail mobile app