Click the phone icon on any contact to start a WebRTC call instantly. No dialing needed -- the number is pulled from the contact record and the call connects via WebRTC. Click-to-call eliminates the friction of copying numbers into a phone or dialer app, letting you make calls directly from your CRM without leaving the page.
This feature is available anywhere a phone number is displayed in SalesSheet, including contact detail pages, the contacts grid, activity timelines, and opportunity records. Every call is automatically logged with duration, timestamp, and optional recording so your activity history stays complete without manual data entry.
Antes de Comenzar
- Complete the phone setup in Settings (see Setting Up Phone Calling)
- Grant microphone access to your browser when prompted -- this is required for WebRTC audio
- Use a modern browser: Chrome, Edge, Firefox, or Safari all support WebRTC
- Use a headset or earbuds for best audio quality and to avoid echo
Where Click-to-Call Appears
The phone icon is available in several locations throughout SalesSheet, so you can initiate a call from wherever you happen to be working:
- Contact detail header: The action icons row at the top of every contact page includes a phone icon. This is the most common place to start a call when you are reviewing a contact's information before reaching out.
- Contacts grid: Hover over any row in the contacts grid to reveal action icons, including the phone icon. This is useful for power-dialing through a filtered list of contacts without opening each record individually.
- Activity timeline / stream view: Phone icons appear next to contacts mentioned in the activity stream, letting you quickly call someone referenced in a recent note or email.
- Opportunity records: When viewing a deal, any linked contact with a phone number shows the click-to-call icon next to their name.
- Search results: When you search for a contact using the global search bar, phone icons appear in the results if the contact has a number on file.
Multiple Phone Numbers
If a contact has more than one phone number (e.g., mobile and work), clicking the phone icon will show a small dropdown letting you choose which number to dial. The primary number is highlighted at the top of the list.
Initiate the Call
Click the phone icon next to any contact with a phone number on file. SalesSheet immediately begins establishing a WebRTC connection through your calling account.
- Locate the phone icon next to the contact you want to call
- Click the icon -- a calling overlay appears at the bottom of the screen
- The overlay shows the contact name, the number being dialed, and a "Connecting..." status
- If your browser has not yet granted microphone permission, you will see a browser prompt -- click "Allow" to proceed
Call Connects
The WebRTC connection is established. You hear a ringback tone while the call is connecting. Once the other party answers, remote audio begins and the call timer starts counting.
During the call, you have access to several controls:
- Mute: Click the microphone icon to mute your audio. Click again to unmute. A visual indicator shows when you are muted.
- Hold: Place the caller on hold. They hear hold music while you attend to something else.
- Speaker: Toggle between earpiece and speaker mode (primarily useful on mobile).
- Record: Start or stop call recording. A red indicator shows when recording is active. Both parties hear a brief tone when recording begins.
- Keypad: Open a DTMF keypad for navigating phone menus or entering extension numbers.
- End Call: Click the red hang-up button to disconnect.
Call Logged Automatically
When the call ends, it is automatically logged to the contact's activity timeline. You do not need to manually enter any call details. The logged activity includes:
- Call direction: Outbound (since you initiated it via click-to-call)
- Duration: The total length of the connected call
- Timestamp: The exact date and time the call was placed
- Outcome: Whether the call was answered, went to voicemail, or was not answered
- Recording: If you recorded the call, a playback link appears in the activity entry
- AI Summary: If recording was enabled, the AI generates a brief summary of the conversation along with any action items mentioned during the call
You can also add manual notes to the call log after the call ends. Click on the logged activity to expand it and type any additional context or follow-up reminders.
Browser Requirements and Compatibility
Click-to-call uses WebRTC, which is supported by all modern browsers. For the best experience, keep your browser updated to the latest version.
- Google Chrome: Fully supported (recommended)
- Microsoft Edge: Fully supported
- Mozilla Firefox: Fully supported
- Apple Safari: Supported on macOS and iOS (Safari 14.1 and later)
Microphone permissions must be granted at the browser level. If you accidentally denied microphone access, you can reset it by clicking the lock or site-info icon in the address bar and changing the microphone setting to "Allow."
Call Quality Tips
WebRTC call quality depends on your network connection and audio setup. Here are some recommendations for clear, reliable calls:
- Use a wired internet connection when possible. Wi-Fi is usually fine, but a wired Ethernet connection provides more consistent bandwidth and lower latency.
- Use a headset or earbuds to prevent echo and feedback. Built-in laptop speakers and microphones can cause the other party to hear their own voice.
- Close bandwidth-heavy applications like video streaming or large file downloads during important calls.
- Check your upload speed. WebRTC calls require at least 100 kbps of upload bandwidth. If you are on a slow connection, audio may cut in and out.
- Avoid using multiple tabs with active audio or video. Having a video conference open in another tab while making a SalesSheet call can cause audio conflicts.
Click-to-Call on Mobile
On the SalesSheet mobile web app, the click-to-call icon works slightly differently. Tapping the phone icon on a mobile device gives you two options:
- Call via WebRTC: Uses your data connection to place the call via WebRTC, just like on desktop. This option uses your SalesSheet caller ID and logs the call automatically.
- Call via phone dialer: Opens your native phone dialer with the number pre-filled. This uses your cellular plan and personal phone number. The call is still logged in SalesSheet, but the caller ID shown to the recipient will be your personal mobile number.
For sales calls, we recommend the WebRTC option so that your professional caller ID is displayed and the full recording and AI summary features are available.
Consejo Pro
Set up your outbound caller ID in Settings so contacts see your business number when you call. This improves answer rates significantly compared to calling from an unknown number. You can also set different caller IDs for different phone numbers if your team uses separate lines for different regions or products.
Solución de Problemas
I click the phone icon but nothing happens. What should I check?
First, make sure you have completed the calling setup in Settings. If the setup is not finished, the phone icon may appear but will not function. Second, check that your browser has microphone permissions enabled for SalesSheet. You can verify this by clicking the lock icon in your browser's address bar. Finally, try refreshing the page -- occasionally the WebRTC connection needs to re-initialize after a long idle period.
The other person cannot hear me. How do I fix this?
This is almost always a microphone permission issue. Make sure your browser has access to the correct microphone device. If you have multiple audio inputs (e.g., built-in mic and a headset), check your browser or OS audio settings to ensure the right device is selected. Also confirm you are not muted in the SalesSheet call overlay.
My calls keep dropping or the audio is choppy. What can I do?
Choppy audio is typically caused by network issues. Switch to a wired connection if possible, close other bandwidth-heavy applications, and make sure no one else on your network is streaming video. If the problem persists, try switching to a different browser to rule out browser-specific WebRTC issues.
Can I use click-to-call to dial international numbers?
Yes. As long as the contact's phone number includes the country code (e.g., +44 for the UK), click-to-call will dial the international number through our VoIP infrastructure. International call rates apply based on your calling plan. Make sure the number is stored in E.164 format (with the + prefix and country code) for the most reliable dialing.