How to make phone calls in Insightly Voice

There are several methods of placing calls within Insightly Voice.

To make a call from an existing record:

  1. Open a record that contains a phone number.
  2. Click on a phone number to open Insightly Voice and dial the number.
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To make a call from from the dialer:

  1. Click the phone icon in the top right corner to open the dialer.
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  2. Click on the dialer tab.
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  3. Enter the number you want to reach. You can use the dial pad to enter the number or type it on your keyboard.
  4. Click the green phone icon. 
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The name of your contact will appear beneath the number if they have a record in Insightly.

To make a call from your call list:

  1. Click the call list tab.
  2. Click the phone icon across from the contact, organization, or lead.
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To make a call from the search bar:

  1. Type the name of the record you want to call into the search bar. Select the record.
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  2. Click on the phone number. The number will be automatically dialed.
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Caller Unavailable

If the number you dialed is unavailable, Insightly gives you other options to attempt contact. 

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  1. Leave a voicemail: Leave a message manually or use a prerecorded voicemail that you've saved to Insightly Voice.
  2. Send Email: Opens Insightly in a different browser tab and takes you to the Compose Email Screen, where the contact will automatically be applied.
  3. Create Callback Task: Opens Insightly in a different browser tab and takes you to the Add New Task screen, where you can create a task to remind you to try following up with the contact at a later date.
  4. View Contact Record: Opens Insightly in a different browser tab and takes you to the contact's record.

Call details

You can label the outcome of your call by using the drop-down menu that appears during the call.

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You can take notes about the call with the text-box that appears beneath the call outcome menu. The call outcome and the call notes can both be viewed in the Phone record.

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You can also link the call to another record in Insightly.

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When you've finished, click Save Call Details and Close.

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