Sometimes, you just need to pick up the phone and make a call that isn’t tied to any campaign or sequence. Maybe it’s a quick follow-up, a one-off conversation, or a personal check-in. The good news? You can easily log these calls without throwing your carefully crafted sequences off track.
Here’s how to do it — step by step.
Why Log Manual Calls?
Logging calls manually keeps your CRM data accurate and your team informed. It ensures that:
Everyone knows the last touchpoint with the contact.
Notes and outcomes are stored for future reference.
Your campaign analytics stay clean (no rogue calls messing with results).
Step-by-Step: Adding a Manual Call
1. Go to the Dialer → Manual Calls
Head to the dialer section in your CRM. Look for the "Manual Calls" tab — this is where off-sequence calls live.
2. Click “+ Add Call”
This will open a new call log window.
3. Find or Create the Contact
You can search for an existing contact or create a new one on the spot. This makes it easy to capture details even if this is your first interaction with them.
4. Add Call Details
Fill in all relevant fields, including:
Call Outcome (e.g., Connected, Voicemail, No Answer)
Notes (what you discussed, next steps, important context)
5. Save Your Call
Once you hit Save, the call will be logged — but it won’t interfere with any active campaigns or sequences.
When to Escalate
If you can’t save the call even after filling in all required fields, escalate the issue to your support or admin team. This could point to a permissions problem or a system glitch.