Place a call
- Click Call on a customer, lead or job. The dialer opens with their number filled in; click Call.
- Or click the phone icon in the header (Softphone), search for a customer or lead, or type a number, and click Call.
- For a list of leads to ring one after another, use Call lists on the Leads page.
Customers see your shop's main number. With RingCentral, click Call from my phone: RingCentral rings your phone first, then the customer.
The call log
Open the Message Centre and go to the Calls tab. Search, and filter by Inbound or Outbound, and by Completed or Missed. Click a call for its Call Details, recording and transcript.
Calls also show in the customer's conversation as Outgoing call, Incoming call, Missed call or Voicemail.
In the phone app
In the Wrapstart app, More → Calling → Call buttons open sets what the Call buttons do: In Wrapstart (from your business number, logged on the customer), the RingCentral app, or your Phone app.