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Calls

How to make a call with the Elooo CRM dialer

Click the green phone icon in the top bar, check the number under Calling From, type the number or search for the contact and click call. During the call you can mute, hold, use the keypad and transfer.

Updated on

Before you start

  • You need a phone number in the account (purchased or verified as a caller ID) and access to it.
  • Use an up-to-date browser (Chrome, Edge, Firefox or Safari) and allow microphone access when the browser asks.
  • Have working headphones or speakers, a microphone and a stable internet connection.
  • If the call is recorded, check the recording notice and consent rules that apply where you and the caller are.
Where to find it

Green phone icon in the top bar › Calling From › Keypad, Contacts or Recents

Step by step

Place the call

  1. On any Elooo CRM page, click the green phone icon in the top bar. The dialer opens.
  2. Check the number under Calling From. If you have access to several numbers, open the list and pick the one the customer should see.
  3. Choose how to call:
    • Keypad: type the number with the country code (for example, +1);
    • Contacts: search for the contact by name or number;
    • Recents: pick a recent outgoing or incoming call.
  4. Click the call button.
  5. If you reach an automated menu ("press 1…"), open the Keypad during the call and press the requested key.
  6. To finish, click the hang-up button.

In-call controls

  1. Mute: turns off your microphone; the customer can't hear you.
  2. Hold: puts the call on hold; neither side hears the other until you resume.
  3. Keypad: sends key tones to automated menus and extensions.
  4. Call Scripts: shows the configured script, if there is one.
  5. Transfer: hands the call to another user or phone number.

Transfer a call

  1. While connected, open Transfer.
  2. Search for the coworker or type the destination number.
  3. To talk to the coworker first (warm transfer), choose Call & Hold: the customer waits on hold while you explain the case. Then use the connect/transfer option to join both and leave the call.
  4. To send the call straight through without talking first (blind transfer), choose the option to transfer immediately.

Tips

  • The dialer minimizes when you click elsewhere. Pin it to keep it visible, or drag it by the header to another part of the screen. Minimizing doesn't end the call.
  • In the dialer's settings (gear icon) you choose the microphone, speaker and an extra device to ring for incoming calls. These choices are saved only in that browser and computer.
  • Set the number's outgoing call timeout to at least 20 seconds so customers have time to answer.
  • To call away from your computer, use the Elooo CRM mobile app.

Common problems

  • The customer can't hear me → The browser doesn't have microphone access. Click the lock next to the site address, allow the Microphone and reload the page. Also check the selected microphone in the dialer settings.
  • I can't pick a different number under "Calling From" → Your role only sees assigned data and automatically uses your number. Ask an admin to assign you the right number or widen your access.
  • Audio cuts out or echoes → Turn off VPNs and browser extensions that interfere with calls, use a headset and a more stable connection.
  • The call drops before the customer answers → The outgoing call timeout is too short. Raise it to at least 20 seconds in the number's settings.
  • I don't see the green phone icon → The account doesn't have a phone number yet or your user doesn't have calling permission. Talk to your account admin.

Frequently asked questions

Are calls logged on the contact?

Yes. Every call is saved in the contact's conversation history in Conversations, with date, duration and status.

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