Help Center

The CRM's dialer includes features that help you manage calls while working elsewhere in the platform. With auto-minimize, pinning, and the ability to drag the window, you can keep the dialer accessible without it blocking your view of contact records or pipeline details. These tools create a cleaner workspace and a more efficient calling experience.

Key Features

The dialer offers three primary ways to control its on-screen behavior:

Auto-minimize: The dialer automatically shrinks to a smaller size when you click outside of it, freeing up screen space.
Pinning: You can lock the dialer in an open state, preventing it from minimizing as you navigate the CRM.
Dragging: The dialer window can be moved to any area of your screen for optimal placement.

Using Auto-Minimize

When the dialer is open and not pinned, clicking anywhere on the screen outside of the dialer window will trigger it to minimize. This action only changes the dialer's display size; your active call continues uninterrupted. You can expand the dialer again at any time to access the call controls.

Pinning the Dialer

Pinning the dialer keeps it fully visible on your screen, even when you click on other parts of the CRM. This is useful for keeping call controls readily available while you review contact information or update notes during a conversation. Click the pin icon to activate this feature. To return to the standard auto-minimize behavior, simply unpin the dialer.

Dragging and Position Memory

You can reposition the dialer window by clicking and dragging its header. This allows you to place it in a location that doesn't obstruct important information. If the dialer is pinned when you move it, the CRM will remember this position. The next time you open the dialer, it will appear in the same spot you last placed it.

How to Use These Features

These features are available whenever the web dialer is open. No special configuration is required.

Open the dialer from the phone icon in the CRM's navigation bar.
To experience auto-minimize, leave the dialer unpinned and click elsewhere on the page.
Click the pin icon to keep the dialer open while you work in other areas.
Click and drag the dialer's header to move it to your preferred location on the screen.

Frequently Asked Questions

Does minimizing the dialer end my call?
No. Minimizing the dialer only changes its appearance on the screen. Your call remains active.

How do I prevent the dialer from minimizing?
Click the pin icon. The dialer will stay open until you unpin it or minimize it manually.

Can I move the dialer window?
Yes. You can drag the dialer to any part of your screen.