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Any phone number you find on the web becomes a Salesfinity call in one or two clicks. You skip the copy and paste, and the call still goes out from your Salesfinity caller ID and gets logged. Before you start: install Salesfinity Anywhere, sign in, and allow your microphone.

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Three ways to start a call

Many websites show phone numbers as links. Click one and the Salesfinity panel opens with that number, instead of another calling app.A normal click is all it takes. If you hold Cmd, Ctrl, Shift or Alt while you click, Chrome does what it usually does and Salesfinity stays out of the way.

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Check before you dial

Numbers picked up from a web page do not dial straight away. The panel shows a Call this number screen first, so you can catch a wrong number before it rings.
1

See who it is

Salesfinity checks whether the number belongs to one of your contacts. If it does, you see their name, title and company. If not, you see Not one of your contacts. The call will be logged against the number.
2

Check the time where they are

When Salesfinity knows the contact’s time zone, the panel warns you if it is outside weekday business hours (8 AM to 5 PM their time). It is a reminder, not a block.
3

Pick your caller ID

Under Call from, choose which of your Salesfinity numbers to call from. The panel remembers your choice for next time.
4

Call

Click Call. If the number has an extension, the panel shows it under the number.

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During and after the call

  • Mute, open the keypad, or hang up from the panel. You can also press Alt+Shift+M to mute and Alt+Shift+H to hang up from any tab.
  • Close the panel if you need room. The call keeps going. Reopen the panel to get your controls back.
  • When the call ends, pick a Disposition, add Notes, and click Save call. Click Skip if you do not want to log it.
A number you call from a web page is never attached to the CRM record open in another tab. It is logged to the matching Salesfinity contact, or to the number alone if there is no match.

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Tips

Click Cancel on the Call this number screen. Then highlight just the digits you want and use the right-click menu, or type the number into Call anyone.
Some sites use their own click-to-call buttons that are not phone links. Highlight the number and right-click instead.
The panel dials one number at a time. For a list, start a session in the Salesfinity web app, where parallel dialing is available on eligible plans.

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Next steps

Work from Salesforce and HubSpot

Call, email and sequence from the contact record you already have open.

Fix common problems

Links that do not open the panel, a blocked microphone, or no caller ID.