> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Calling - Basic Operations ( Make/ Receive Calls )

Salesmate CRM’s built-in VoIP-based phone system enables you to call your clients from anywhere with our mobile and web apps.You can Make/Receive Calls via your Browser or Phone.

### **Topics covered:**

[Making a Call - Dial Out](#making-a-call-dial-out)
[Call via Browser](#call-via-browser)
[Call via Phone](#call-via-phone)
[Receiving a Call - Incoming Call](#to-receive-calls-in-salesmate)

### Making a Call - Dial Out

To make an Outgoing Call,

Click on the **Make a call** button (

<img src="https://mintcdn.com/salesmate/EkT6UeMKson4lDL5/built-in-calling-and-text/voice-overview/images/Screen-Shot-2018-06-29-at-1.50.02-AM.png?fit=max&auto=format&n=EkT6UeMKson4lDL5&q=85&s=9681fb2f62f5119036c7163a958c1f30" alt="Screen_Shot_2018-06-29_at_1.50.02_AM.png" width="55" height="48" data-path="built-in-calling-and-text/voice-overview/images/Screen-Shot-2018-06-29-at-1.50.02-AM.png" />

) on the top right. Copy/Type the number into the **To** field to dial out.This option is if you have a number that is \*\*not associated with a contact.

<img src="https://mintcdn.com/salesmate/EkT6UeMKson4lDL5/built-in-calling-and-text/voice-overview/images/mceclip0.png?fit=max&auto=format&n=EkT6UeMKson4lDL5&q=85&s=c195eb3c3b4c7b66615dbadb149cea79" alt="mceclip0.png" width="2817" height="1483" data-path="built-in-calling-and-text/voice-overview/images/mceclip0.png" />

### Call via Browser

You can also call out of Salesmate by heading to the **Contact List Page**. To make a Call via Browser,Note: Make sure you have included Mobile OR Phone fields in the list of columns from the [Manage Columns](https://support.salesmate.io/hc/en-us/articles/115000650829-The-List-View-Bulk-editing-filtering) option

Go to Contact List/Detail Page.Hover over the number you wish to call.It will display the option to **Call via Browser** OR \*\*Call via Phone.

<img src="https://mintcdn.com/salesmate/iBPVeRXZ6co9j0U5/built-in-calling-and-text/voice-overview/images/mceclip1.png?fit=max&auto=format&n=iBPVeRXZ6co9j0U5&q=85&s=a76d9a8e0034bc73a8ae9f4dcc2b2bb1" alt="mceclip1.png" width="2832" height="1586" data-path="built-in-calling-and-text/voice-overview/images/mceclip1.png" />

Click on \*\*Call via Browser.

* \*\*As you hit the option a pop-up will be displayed with the Contact Name.On this pop-up, you can take notes, disconnect the call, or [start OR stop recording](https://support.salesmate.io/hc/en-us/articles/360004733491-How-do-you-enable-call-recording-) the call.

<img src="https://mintcdn.com/salesmate/iBPVeRXZ6co9j0U5/built-in-calling-and-text/voice-overview/images/mceclip2.png?fit=max&auto=format&n=iBPVeRXZ6co9j0U5&q=85&s=5ba6b09846c64ba29e9dfac701ae7b98" alt="mceclip2.png" width="2709" height="1579" data-path="built-in-calling-and-text/voice-overview/images/mceclip2.png" />

### Call via Phone

In order to place a Call via Phone, You will need to add a mobile number,

Navigate to **Profile Icon** on top right cornerClick on \*\* Go to \*\*My Accounts \*\*.

<img src="https://mintcdn.com/salesmate/iBPVeRXZ6co9j0U5/built-in-calling-and-text/voice-overview/images/mceclip3.png?fit=max&auto=format&n=iBPVeRXZ6co9j0U5&q=85&s=99b188bf5c70479bf79e45a68d667e97" alt="mceclip3.png" width="2832" height="1366" data-path="built-in-calling-and-text/voice-overview/images/mceclip3.png" />

Add your **Mobile Number**.

<img src="https://mintcdn.com/salesmate/iBPVeRXZ6co9j0U5/built-in-calling-and-text/voice-overview/images/mceclip4.png?fit=max&auto=format&n=iBPVeRXZ6co9j0U5&q=85&s=1599cbbada28677176167b9d9f336016" alt="mceclip4.png" width="2718" height="1558" data-path="built-in-calling-and-text/voice-overview/images/mceclip4.png" />

Now, Go to Contact List/Detail Page.Hover over the number you wish to call.Click on **Call via Phone**. This will make calls from your mobile number to the contact.

### To receive calls in Salesmate:

When you have an incoming call on your number a pop-up will be shown with the number if the number is not saved as a contact in Salesmate. If the number exists in Salesmate-related contact will be shown.You can choose to pick up (receive) the call using the **Green** button or Hang Up using the **Red** button.Once you receive the call, you can [log](https://support.salesmate.io/hc/en-us/articles/360004672292-How-do-calls-get-logged-) it.

<img src="https://mintcdn.com/salesmate/iBPVeRXZ6co9j0U5/built-in-calling-and-text/voice-overview/images/mceclip5.png?fit=max&auto=format&n=iBPVeRXZ6co9j0U5&q=85&s=646926411ab06a3bff2bd2722e65df30" alt="mceclip5.png" width="2827" height="1674" data-path="built-in-calling-and-text/voice-overview/images/mceclip5.png" />