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Call a Contact from Salesgear

Surender Nadarajan avatar
Written by Surender Nadarajan
Updated this week

Salesgear’s built-in dialer lets you call directly from your contact list so your calling workflow stays connected to:

  • Contact profile

  • Notes

  • Outcomes/dispositions

  • Activity timeline

  • Reporting

This is especially useful when you’re running multi-channel sequences (email + call + LinkedIn), because everything is logged in one place.

Before you start

  • You must have a calling setup (phone number connected / dialer enabled)

Step-by-step: Call a contact

  1. Go to Contacts

  2. Click Options (⋮) on a contact

  3. Choose Call

  4. Dialer opens

  5. Confirm the number (or enter it)

  6. Click the green call button

  7. Add notes during the call (optional)

  8. After the call: set outcome + notes → click Log Call

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