Use your account's number
Choose an owned phone number for the outbound call. Keep the call associated with the business handling the lead rather than a teammate's personal line.
Browser calling
Make the callback with the context in front of you.
Call a lead from your computer using its microphone and a number owned by your account.
Call handling · Built for US call workflowsBrowser calling
- Lead contextEstimate inquiry reviewed
- Calling numberBusiness-owned US number
- Next stepCallback from browser
Open the lead
Review the request and confirm the person can be contacted.
Browser calling
- Lead contextEstimate inquiry reviewed
- Calling numberBusiness-owned US number
- Next stepCallback from browser
Choose the calling number
Use an eligible number owned by the account and allow microphone access.
Browser calling
- Lead contextEstimate inquiry reviewed
- Calling numberBusiness-owned US number
- Next stepCallback from browser
Call and record the next step
Complete the conversation, then update the lead or callback plan.
Explore the steps above. Sample details show the workflow, not a live account.
Call handling
What changes in your day.
Switching from a lead record to a separate phone makes it easy to lose the thread. Browser calling keeps the follow-up close to the inquiry, so you can review the person's request before starting the conversation.
Review before you ring
Check the lead details, previous activity, and permission to contact the person. A useful callback starts with knowing why they reached out.
Work from a suitable browser
Allow microphone access and use a working headset or microphone. Test your audio and connection before relying on browser calling for live follow-up.
From setup to review
Put it to work.
- 01
Open the lead
Review the request and confirm the person can be contacted.
- 02
Choose the calling number
Use an eligible number owned by the account and allow microphone access.
- 03
Call and record the next step
Complete the conversation, then update the lead or callback plan.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Do I need microphone permission?
Yes. Your browser needs access to the computer's microphone. Check your audio device and browser permissions before starting a call.
Can I call any country?
No. Lead Source calling is United States-only. Both number setup and the outbound calling workflow apply the product's US-number checks.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.