Storable CRM and Collections Knowledge Base
Release Notes
CRM Status
Contact Support
Storable

Call a Lead or Customer Outside of the Regular Schedule

Storable CRM

Use the interaction card controls to quickly place and manage calls so you can resolve customer needs without leaving your workflow.

Quick Start

1. Open the interaction card and locate the information ribbon.
2. Click the phone icon to place a call to the primary number.
3. Use the phone dropdown to select and call an alternate number, if available.
4. Grant microphone access if prompted when placing calls via your computer.
5. Click the end call icon or hang up your phone to disconnect.

Place a Call to the Primary Number

  1. Open the relevant interaction card in your workspace.

  2. Locate the Information Ribbon (A) at the top of the interaction card to access call controls and contact details. Confirm that you are connected using your preferred phone option (VoIP, traditional phone, or computer audio).

  1. Click the Phone Icon (B) on the interaction card to place a call to the primary number.

  • If connected via VoIP or a traditional phone, answer the ringing phone to connect to the caller. Depending on your management’s settings, you may also need to press 1 to complete the connection.

  • If connected via computer audio, you are automatically connected when you click the phone icon.

Note: To place a call to the secondary number, continue with the instructions below.

  1. Confirm that additional numbers are saved to the account for the interaction.

  2. Click the Phone Dropdown (C) to view the list of additional numbers associated with the account.

  3. Locate the desired number and click the Phone Icon (D) next to it to start the call.

  4. If connected via VoIP or a traditional phone, answer the ringing phone to connect. Depending on your management’s settings, you may also need to press 1 to complete the connection.

  5. If connected via computer, allow your browser (for example, Chrome) to access your microphone when prompted so the call can connect.

  6. If the call bar shows "No Mic" instead of connecting, update your microphone permissions in your browser settings and try again.

End a Call

  1. If connected via computer audio, click the End Call Icon (E) to disconnect from the caller.

  2. If connected via VoIP or a traditional phone, simply hang up your phone to end the call.

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