Outbound Calling
PHONE & MESSAGING Outbound Calling Overview Lead Fuel CRM provides built-in calling functionality that lets you make professional phone calls directly from your browser or mobile app.
The calling interface is integrated with your contact records, allowing you to take notes, log call outcomes, and maintain complete call history without switching between applications.
Making Your First Call Step 1: Open a contact record or lead in Lead Fuel CRM Step 2: Locate the call icon or "Call" button in the contact header Step 3: Select the phone number to call from your available numbers Step 4: Choose which of your business numbers should display as the caller ID Step 5: Click "Dial" to initiate the call Step 6: The call will connect through your browser or mobile device Step 7: Speak with your contact normally; the call is recorded if enabled Step 8: Hang up or click the end call button when finished Call Interface Features During-Call Controls While a call is active, you have access to several tools to enhance your conversation: • Mute: Quickly mute your microphone without ending the call • Hold: Place the contact on hold while you access information or consult with team members • Transfer: Transfer the call to another team member or department • Keypad: Access a virtual keypad to enter extensions or navigate phone menus • Speaker: Switch between speaker phone and handset audio modes • Quick Notes: Jot down important details during the call that auto-save to the contact Call Timing Display A real-time timer shows how long your call has been active.
This helps you track call duration for billing purposes, service level agreements, or simple awareness of time spent on each conversation.
Call Recording and Compliance Call recording helps teams maintain quality standards and provides legal documentation of conversations.
Lead Fuel CRM handles recording with full compliance in mind.
Recording Settings • Enable automatic recording for all outbound calls • Record selectively based on contact type or campaign • Require consent notifications before recording begins • Automatically pause recording if the contact requests • Set retention policies for older recordings (30, 60, or 90 days) • Access recordings immediately after call completion Important: Always check your local and state recording laws.
Some jurisdictions require explicit two-party consent before recording calls.