- Important
Calling · 1 min read
Call from the CRM so notes don't live in someone's head
Dial from the lead profile. When the call ends, the note, time and recording stay on that record.
Written by
VIQ team
Published on
18 September 2026

Calling from a personal phone means the number, the outcome, and what was promised live in one person's memory.
Connect the line once. Users dial from the lead while the profile stays on the same screen — no hunting for a number, then writing a note later if someone remembers.
Recordings, duration and the next task sit with the rest of the lead so a manager can review the conversation without asking for a recap.

