The dialer button is accessible from all tabs within NotLuck CRM and sits in the top-right corner. To get started, make sure a phone number is properly configured in your account. For help with this, refer to the resources in the Phone System section. Once your phone number is set up, click the dialer.
Quick Options
This opens a straightforward interface with standard dialer features, including quick options to move (1), prevent minimisation (2), or minimise the dialer to the topbar (3).
Keypad
This is where you enter the number you want to dial. You can use your keyboard's numeric keys to type it in manually, or click the number pad buttons to enter a phone number with your mouse.
Select which phone number you'd like to call from. If you have multiple numbers set up in your account, they'll appear in the dropdown list.
When you're ready to dial, click the green phone button.
At the bottom of the dialer, you'll find icons for Recents, Contacts, Voicemail, and Queued views.
Recents
Switch to the Recents view to see this.
The keypad is replaced by a search box and a list of your most recently contacted numbers. Use the search box to find a particular contact by name or phone number.
Click the arrow next to each call to view the call date, access the contact's profile, review associated notes and tags, send a message, or redial the number.
Contacts
Click the Contacts button at the bottom of the dialer to open the Contacts view. This displays all the contacts you've added to your account.
As with the Recents tab, you can use the search box to find a particular contact by name or phone number.
Click the phone icon to call the contact you want to reach.
Voicemail
For contacts who aren't available and have a voicemail inbox, you can leave a voicemail message. Those messages will appear in the Voicemail view.
Queue
The Queue tab lets you view any upcoming calls you've programmed manually, with the quick dialer, or via a workflow. Stay tuned for more details on this feature as soon as it is released!
The dialer is a great way to reach your contacts directly within the CRM, keeping a unified communications record alongside email, SMS, and other channels.