Open Outreach, wait for Voice: ready to show in the header, then click Keypad, type a number and click Dial. The call runs through your browser, so you do not need a desk phone.
Before your first call
- Phone & SMS must be connected and have a number. See How to set up Phone and SMS in FlowForce.
- Keep FlowForce open. The page shows Before calling until your browser softphone has connected.
- Wait until the header shows Voice: ready, or click Start once it appears.
Call any number with the keypad
- Click Outreach in the sidebar.
- Click Keypad at the top right.
- Type the number, or tap the keys.
- Click Dial.
The keypad is for ad hoc calls, when you want to ring a number that is not a lead yet.
Call a lead
Open the lead and click Call at the top of the record. See How to open and work a lead in FlowForce. The call is logged against the lead.
Other tabs on Outreach
- Dialer is the main calling screen.
- Power is the power dialer, for working through leads in a session.
- History shows missed calls, voicemails and past calls. See How to review your call history, missed calls and voicemails.
- AI Agents is covered in the AI articles.
The parallel dialer, which places several calls at once, is marked Coming soon.
If it did not work
The page says Before calling and nothing happens. The softphone is still connecting. Wait for Voice: ready in the header. If it never shows, click Open Phone & SMS settings and check the connection.
Voice is not connected. Connect Phone & SMS first.
No outbound caller ID is available. Assign a Phone & SMS voice line, or verify your own mobile number under Personal caller IDs.
I closed the tab and missed a call. Inbound calls only ring while FlowForce is open. Missed calls and voicemails show in History.