Placing an internal call

You can call another agent and receive calls from agents in your company using Lead Center. 

Placing an internal call

When you’re ready to make a call to another agent in your company, follow the instructions below:

  1. From the dialer screen, you will see a drop-down to select either Internal or External call. Select Internal from the drop-down menu.
    Screen_Shot_2021-11-18_at_3.20.21_PM.png
  2. Type in the name of the agent you want to call.
    Screen_Shot_2021-11-18_at_3.20.30_PM.png
  3. Once the call is placed, you will see the active call screen with the internal agent, just like any other call.
  4. You'll see an alert at the top of the dialer screen if the agent is unavailable.

    Screen_Shot_2021-11-18_at_3.20.39_PM.png

Answering an internal call

Receiving an internal call from an agent works the same as any other call.

  1. The agent calling you will show up in your incoming call inbox with their name and an Internal Call label instead of a phone number.
  2. The Internal Call label will also appear at the top of the active call screen when a call is in progress with an agent.
  3. Once the call has ended, it will be removed from your inbox.
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