Web dialer

The web dialer is the HLB phone in your browser, so you can make and receive calls without a desk phone or a separate app. You open it from the green phone icon in the top navigation on most pages.

On a busy day, a service business can call back leads, confirm appointments and return voicemails from the same screen as the customer's record:

• Search contacts by name or number, dial a number by hand or call back from Recents.
• Choose the Calling From number when your role and data access allow it. Users limited to assigned data call from their assigned number automatically.
• Mute, hold, use the keypad to get through phone menus and transfer calls.
• Open call scripts for guided conversations, and review voicemail and call history.
• Pin the dialer so it stays visible, drag it out of the way or let it minimize. Minimizing the dialer does not end a call.

In the dialer settings, you can pick your microphone and speaker, add an extra device to ring for inbound calls and check your levels with a live meter. These preferences are saved in your browser, so set them on each computer you use.

Before calling, allow microphone access in your browser and use a stable connection (wired is more reliable than WiFi). For clearer audio, use a USB headset, close bandwidth-heavy apps and try turning off browser extensions. Set the number's outgoing call timeout to at least 20 seconds. To track call outcomes more accurately, turn on Call Connect in the phone number's advanced settings. The answering user then has to press a key before the call connects. You can also play a whisper message telling them to press any key.