How do I make a phone call from Vtiger CRM?

You can make a phone from:

• The List View of a module (Contacts, Organizations, Deals, Invoices, etc.)
• The Summary of an individual record

Please note the following before you make a call:

• You cannot make a call if numbers have not been added to the contact.
• You won’t be able to place a call if your microphone is not connected.

Follow these steps to make a phone call from the List View of a module:

1. Log in to the CRM.
2. Go to a module's List View.
3. Hover a record in the Contacts or Organizations, etc., module, and the phone call icon appears.
4. Click the Call icon.
5. Select Click-to-call.
6. Select the gateway from which you want to place the call.
7. Click Call.

Follow these steps to make a phone call from the Summary View of a record:

1. Log in to the CRM.
2. Go to a module's List View.
3. Click the record to whom you want to place a call. The Summary View of the record opens. 
4. Click the Call icon on the top right of the screen.
5. Select Click-to-call.
6. Select the gateway from which you want to place the call.
7. Click Call.

Note:

• You can all place a call by clicking the Phone number displayed below the contact (on the top left) in the Summary View of a record.
• You have to configure service providers or gateways in the CRM for you to place a call.
• All available gateways you have configured in the CRM are displayed in the call window.  
• You can also cut a call before it is connected.