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Open a contact in your CRM and Salesfinity is already there: Call, Email and Sequence sit right on the record. You work your CRM list without copying a single number, and each call is filed against the record you called from. Before you start: install Salesfinity Anywhere and sign in. Your team also needs Salesforce or HubSpot connected in Salesfinity. The panel reads each record through that connection.

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Where the buttons appear

On these records, a small SALESFINITY band appears below the record’s own action buttons. It holds Call, Email and Sequence. If the CRM page has no room for it, the buttons move to a floating Salesfinity badge instead. Other record types, such as accounts, companies and deals, do not show the buttons. Open the contact or lead first.

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Call from a record

1

Click Call on the record

Click Call in the Salesfinity band. The panel opens and dials the first phone number on the record right away.
2

Or pick a number in the panel

To choose a different number, open the panel first. Under Phone numbers you see every number on the record, labelled Mobile, Direct, Office or Work. Click the phone icon next to the one you want.
3

Choose your caller ID

Under Call from, pick which of your Salesfinity numbers to use. The panel remembers it.
4

Talk

Mute, use the keypad, or hang up from the panel. Close the panel if you need the space. The call keeps going.
With the panel open on a record, press C to call, E to email and S to add to a sequence.
The panel also lists Recent calls to this person’s number, with the disposition, when it happened and any notes. Check it before you dial so you know how the last call went.

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Log the call

When the call ends, the panel switches to Log the call.
  1. Pick a Disposition. The list is the same one your team uses in the Salesfinity dialer.
  2. Add Notes about what happened.
  3. Click Save call.
Salesfinity saves the call with the CRM record’s identity, so it syncs to that record in your CRM the same way dialer calls do. This works even if the person is not a Salesfinity contact yet.
Click Skip to leave a call unlogged. A call you skip is not written to your CRM.

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Email from a record

Email sends a one-off email from your Salesfinity Sequencer mailbox, without leaving the CRM.
1

Click Email

Click Email on the record, or press E in the panel. The record needs an email address.
2

Write or insert a template

Check From and To. Use Insert a template to start from one of your Salesfinity templates. Template fields are filled in for this person. Any field Salesfinity cannot fill is listed under the editor, so you can fix it before sending.
3

Send

Click Send, or press Cmd+Enter (Ctrl+Enter on Windows). The panel confirms with Email sent.
Email needs a Sequencer mailbox that is connected, not paused, and assigned to you. If none is ready, the panel says No mailbox can send right now, tells you why, and links to your mailbox settings.
Email from the panel works for people who are already Salesfinity contacts. For someone who is only in your CRM, add them to a sequence first or open them in Salesfinity.

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Add someone to a sequence

1

Click Sequence

Click Sequence on the record, or press S in the panel.
2

Pick a sequence

Search your active sequences. Each one shows how many email, call and task steps it has, and how many people are in it.
3

Add them

Click Add to sequence. The panel confirms with Added to sequence.
If the person is not in Salesfinity yet, Salesfinity creates the contact from the CRM record’s name, title, company, email and first phone number. The record must have an email address for this to work. If you see No active sequences, create or activate one in Salesfinity first.

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Next steps

Call any number on any page

Call numbers you find outside your CRM, with a check before you dial.

Fix common problems

Buttons that do not appear, Record not found, or no mailbox to send from.

Connect Salesforce

Set up the connection the panel reads records through.

Connect HubSpot

Set up the connection the panel reads records through.