Using the popover you can:

• See your outgoing Caller ID number and change it if you have multiple numbers associated with your account
• Adjust your Call recording preference (available on the Business plan)
• Manage and test your headset and microphone settings
• Manually dial any phone number

Before you make any calls out of Close, you’ll want to make sure to configure your audio settings. Click the phone icon next to your name to check the options.

Here you can define your Sound Output, Ringing, and Microphone settings and test. Each setting is separate, so you can adjust as desired. For example, you might want to have your computer speakers output your inbound ringing sound in case you don’t have your headset on.

To call a lead, simply find the Lead and Close, and look for your calling icon. Click the calling icon on the lead or individual contact to initiate a call. You’ll see a call bar pop-up on screen.

If your Lead picks up, you’ll see a call bar with the ability to mute your microphone, transfer the call, show a dial pad, drop a voicemail, as well as the current call duration and a button to hang up. Also a Call Note is automatically created and you can begin typing as needed.

Any time you’re on an active call, a Call Note will automatically open up and allow you to type. Once the call is completed and you’ve finished recording your notes, simply click Done on the Call Note.

If you need to go back and edit the notes of a call once it is complete, simply hover over the Call Note and click edit.

While on a call, you’ll have the ability to mute your microphone by simply clicking the mute icon. You’ll also have a dialpad option in case your call goes to a routing system.

If you’re on our Business plan, you’ll see the option to transfer the call. You can transfer to any User or Group Number within Close, or to any external number as needed.

If you set-up your pre-recorded Voicemail Drop while reading this guide, you can drop your VM easily with the drop voicemail button. As soon as you hear the tone to leave your message, simply click the button. Your voicemail will be sent and your call note will automatically indicate “Left VM.”

If for any reason you need to call a number that is not currently a lead in Close, you can simply open up your phone settings and type your number in. If you’re calling internationally, you’ll want to include the country code. By default +1 is automatically assumed.

If you’ve verified an external number, or your team has Group Numbers, you can choose to change your Caller ID so the call appears to come from that number. To do this, simply go into your Phone Settings and click your phone number. You’ll be able to select any additional numbers you have access to.

If you’re on our Business plan, you can take advantage of Call Recordings. Either for training or review, Call Recordings are a helpful way to make sure you’re not missing context during calls.

To initiate Call Recording, open your Phone Settings and toggle on the Call Recording option. The first time you do this, you’ll have to agree to some terms and conditions. Once you’ve enabled the option, any call you make will be recorded.

To listen to a Call Recording, simply locate the call record and hover over it. If the call was recorded, you’ll see a play icon. Click the play icon to listen to the recording.

Sometimes the call you’re logging may have taken place outside of Close (web meetings, cell phone conversations, etc.) or you may not have calling built in. In these cases, you’re still able to manually log a call. Just click the drop down next to the call icon and Log a Call.

You’ll be able to take Notes, assign a Contact, and log the duration of the call.

When someone calls you in Close, you’ll hear a gentle ringing tone and see the call bar. If the number is known, you’ll see the corresponding lead information.

If you’re the member of a Group Number, you’ll see the name of the group listed on the inbound call. If you or someone on your team answers the call, it will stop ringing for other members of the group. If you hang up on the call, it will continue to ring for other members.

If the number is not known, you’ll see that indication as well. Once you answer the call, you’ll be able to create a new lead.

If you miss the call entirely, it will show up in your Inbox.

If there’s a voicemail left for you, you’ll be able to listen to it here.

If the number is not known, you’ll be able to create a new Lead or assign it here as well.

While you're calling out of Close, we'll be continuously checking your computer hardware, network connection, and internet performance to make sure you're getting the best call quality possible.

If we notice any signs that you might be experiencing issues while calling, you'll see an alert similar to the one below that shows problems with the headset and the internet connection. If you're seeing this message, please do read our detailed article here.

After each call, we'll ask you to rate the call audio quality as good or bad. This is completely optional but it gives our team extra insight on any positive or negative factors you might be experiencing at that specific time.

To rate a call, simply select "Good" or "Bad" icons after each call - or click the small flag icon to rate the call any time thereafter. Check out the examples here.