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Making Calls

Updated October 30, 20262 min read
The Hooked CRM agent queue. It shows a transcription being initiated through a call.

Overview

Calling customers and clients is made easy with Hooked’s user interface. There are multiple ways for you to make these calls.

Dial-Pad

No matter where you are in Hooked, you can access Hooked’s Dialpad on the top right corner of the screen next to the Logout. After clicking on the Dialpad, a Dialpad window will appear. From here you can:

  • Input a number via the numpad on your computer

  • Input a number by clicking the numbers on the dialpad

  • Open your Contacts list

Manual Number Input

If you’re calling a new number, you can type it manually on the Dialpad. You can either input the number through your numpad on your keyboard or by clicking the numbers on the Dialpad.

Once you’ve input the number, you can initiate the call by clicking on Call button.

Calling via Contact List

On the Dialpad, click the Contacts to switch to a contact list view.

From here, you can use the Search Bar to find a specific contact, or you can scroll down the list to find who you’d like to call.

After you find your contact, click on the Call button to start the phone call.

Calling via the Dashboard

Your Hooked Dashboard has a call history log you can use to call leads back with a click.

Navigate to the Actions column to find the Dialpad to start the phone call.

Calling via the Leads Page

The Hooked CRM customer profile page. It shows a call being initiated with quotes being generated on the transcription.

The Hooked Leads page has a profile for every customer you’ve interacted with, and you can call customers and clients on this page.

Either search for the contact using the Search Bar or scroll through the Contact List to find the desired client, then click the Call Button to start the phone call.

Calling via the Calls Page

The Hooked Calls Page. It shows a list of calls that each agent has received within a given period.

With the Hooked Calls page, you can find a detailed call log. You can call your clients from this page by clicking the Call Button located under the Actions column.

Simply search via the Search Bar or by scrolling down the Contact List.