Follow these steps to call someone who is not a Lead or Customer. Don't forget that you should never use this function to directly dial a Lead or Customer. These calls should always be initiated using the "Start Call" icon inside the Lead or Customer card.
Access
(A) Dialer - In the status bar, click to open the Dialer and make a call. From the Dialer, you can access saved People and Location contacts, as well as dial a number, just as you would on a regular phone.
Select a Location
(B) Calling as - You will need to click the dropdown to select the location that will appear in the call recipient's caller ID. The list will display locations you are currently assigned to.
Manually Enter a Phone Number
(C) Keypad - The dialer will initially open to the Keypad view. This allows you to click individual digits in the Dialer much like calling on a regular phone. When entering a phone number to dial, you don't need to add the "1" before the area code.
(D) Number Window - Your entered digits will appear here along with a Delete icon in case you need to edit the number.
Using Saved Contacts
(E) Phonebook - Click to access saved contact information for People and Locations. This provides convenience when placing a call.
(F) Locations - When viewing the Phonebook, your Locations list will appear by default. This lists all the other company locations you have the ability to call. Once you have selected a location, the (I) Phone will become enabled and turn green.
(G) People - Click to access the full list of employees registered in Storable CRM. Once you have selected a person to call, the (I) Phone will become enabled and turn green.
(H) Search - If either list is very long and you know the location or person's name or the phone number, you can enter it here for an efficient way to find the contact you want to dial.
Place Call
(I) Phone - Once you've selected the location you are calling from and entered a valid number or selected a person, this becomes enabled. Click to place the call.