English · සිංහල · தமிழ்

Guides › Leads & pipeline

Leads & pipeline

Phone app: dial, recents, top up

Call anyone from one iPhone-style screen: dial pad, recent calls, contacts, voicemails, your credit and minutes — and top up without going to Settings.

Where to find it: Phone (or the green phone button on any page) For everyone 3 min

Before you start

  • Calls switched on for you. For calls in the browser, a headset and an admin who has set up the business line.

The steps at a glance

1Open Phone2Dial a number3Choose how tocall4Call people back5Credit and top up
Step 1 of 5
  1. In the menu on the left, tap Phone. Or tap the round green phone button at the bottom of any page. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/phoneCompanyFlowHQLeadsInboxCallsPhoneHelp deskMailUploadsPhoneSearch ⌘KMenuLeadsInboxCallsPhoneHelp deskMailUploads
  2. On Keypad, tap the numbers (hold 0 for +) or paste one. If the number belongs to a lead, their name shows. Hold the delete key to clear.

    PhoneRecentsContactsKeypad07700 900123
  3. Above the keypad pick Business line (browser), My phone (SIM) or WhatsApp, then tap the green call button. It remembers your choice.

    PhoneBusiness line (browser)My phone (SIM)WhatsApp
  4. Open Recents to see every call by day — missed ones in red. Tap Call back, or the WhatsApp and note buttons next to a call.

    PhoneAllMissedMinePriya ShahCall back
  5. The card at the top shows your credit left and minutes this month. Tap it, pick an amount and tap Top up. Staff see the balance and ask an admin.

    Using your own Twilio? The card shows your Twilio balance — Twilio bills those calls.

    PhoneCredit & chargesTop up

✅ How do I know it worked?

  • The call shows in Recents with how long it lasted, and “How did it go?” pops up after the call.

⚠️ Common mistakes

ProblemBusiness line (browser) says Set up.FixOwners and admins: tap it and follow Set up your business line — it takes a couple of minutes. Staff: ask an admin.
ProblemYou hear no key tones.FixTap the gear on the Phone screen and turn off Silent mode, or turn on Key tones.

Related guides

Sign in to try it