Overview 

In Aline CRM, there are three primary Action Buttons present on each Prospect Profile including Email, Call, and Text buttons that allow for easy communications with your prospects and referral sources across multiple communication methods. In this article, we'll take a look at the Phone Call functionality specifically.  

Making a Phone Call from the Prospect Profile

At the top of the Prospect Profile, you'll find an Action Button labeled Email.  

Naturally, this functionality enables you to reach out to your individuals via telephone call - moreover, this action allows you to sync automatically into a logged activity for the individual at the same time!

Please Note: Note that all communication methods available in Aline CRM, including calling, do require some initial setup to be operational.  Namely, a valid telephone number must be present in the CRM for both the user and the recipient. If you run into any technical issues or need assistance with your ability to use these tools, please contact your systems IT administrator. 

Step 1: Select your desired prospect. At the top of the prospect profile, you'll see a Call button listed. Step 2: Select the Call button and confirm which contact and number you would like to dial. 

Step 3: Aline CRM will then dial the selected number and the phone call widget will appear onscreen. 

The call will connect and be conducted as per usual. Aline CRM will record the call's content unless Cancel Recording is selected.  To end the phone call, you can select the red Hang Up button.

Step 4: After completing the call, additional details can be collected including the Call Result, any additional notes about the phone call, and whether the call was a reinquiry or not. Select Save to save the additional details.

Step 5: The completed phone call activity will now automatically save in the prospect's activity panel. 

Selecting the Clipboard Icon on the phone call activity will display the call details including the call recording that can be played back ( and is also available for download), an automated call summary, and the call transcript itself.