Calling from the Website - Revision history

Ashley DeBon at 06:03, 21 July 2026

2026-07-21T06:03:20Z

2026-07-21T06:02:40Z

2026-07-21T05:51:05Z

‎Call with a Headset (Soft Call)

2026-07-21T05:50:38Z

‎Make a Call

2026-07-21T05:49:54Z

‎Make a Call

2026-07-21T05:48:56Z

‎Make a Call

2026-07-21T05:47:25Z

‎Make a Call

2026-07-21T05:46:51Z

2026-07-21T05:45:09Z

‎Call with a Headset (Soft Call)

2026-07-21T05:44:11Z

‎Call with a Headset (Soft Call)

← Older revision		Revision as of 06:03, 21 July 2026
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	Allows users to place outbound calls through Twilio directly from CallProof using one of three calling methods:		Allows users to place outbound calls through Twilio directly from CallProof using one of three calling methods:

−	* [[File:icon_green_call.gif]] '''Green Call''' – Calls your phone first, then connects you to the contact.
	* [[File:icon_blue_call.gif]] '''Blue Call''' – Places the call directly from your web browser using a headset and microphone.		* [[File:icon_blue_call.gif]] '''Blue Call''' – Places the call directly from your web browser using a headset and microphone.

@@ Line 5: / Line 5: @@
 When searching for contacts there are 2 icons to the right of the contact name used for calling.
 The Blue button [[File:icon_blue_call.gif]] is used when connecting to clients using a headset and PC.
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 * The phone number must not be blocked by company FCC Do Not Call rules.
 * Calling buttons must be enabled for the company.
-=== [[File:icon_green_call.gif]] Green Call ===
+== Available Calling Methods ==
-# Open a contact or account.
-# Click the '''Green Call''' icon.
+{| class="wikitable"
-# Confirm the caller ID and phone number.
+! Call Type
-# Click '''Dial Number'''.
+! Description
-# Answer your own phone.
+|-
-# CallProof connects the call to the contact.
+| Blue Call
-# When finished, click '''Hangup''' or '''Hangup With Message'''.
+| Places the call directly from your web browser using a headset and microphone.
-# Complete the Call Result form and save.
+|}
 === [[File:icon_blue_call.gif]] Blue Call ===

@@ Line 83: / Line 83: @@
 == Call with a Headset (Soft Call) ==
-When calling with a headset, there might be a couple steps necessary to ensure the headset is working properly.  Please see our [[Headsets and Browser Calls]] troubleshooting tips for help.
+When calling with a headset, there might be a couple steps necessary to ensure the headset is working properly.  Please see our troubleshooting tips for help.
 After clicking the [[File:icon_blue_call.gif]] button for the contact to dial, the initial calling screen will be seen.  Click Dial Number when ready to call.

@@ Line 33: / Line 33: @@
 * Green calls require a default phone number on the user's profile.
-=== Green Call ===
+=== [[File:icon_green_call.gif]] Green Call ===
 # Open a contact or account.
 # Click the '''Green Call''' icon.
@@ Line 44: / Line 43: @@
 # Complete the Call Result form and save.
-=== Blue Call ===
+=== [[File:icon_blue_call.gif]] Blue Call ===
 [[File:icon_blue_call.gif]]
 # Click the '''Blue Call''' icon.
 # Allow microphone access.

@@ Line 21: / Line 21: @@
 * [[File:icon_green_call.gif]] '''Green Call''' – Calls your phone first, then connects you to the contact.
-* [[File:icon_blue_call.gif]]'''Blue Call''' – Places the call directly from your web browser using a headset and microphone.
+* [[File:icon_blue_call.gif]] '''Blue Call''' – Places the call directly from your web browser using a headset and microphone.
 After every call, users can record the call result, notes, appointments, and follow-ups.
@@ Line 34: / Line 34: @@
 === Green Call ===
+[[File:icon_green_call.gif]]
 # Open a contact or account.
 # Click the '''Green Call''' icon.
@@ Line 45: / Line 45: @@
 === Blue Call ===
+[[File:icon_blue_call.gif]]
 # Click the '''Blue Call''' icon.
 # Allow microphone access.
@@ Line 78: / Line 78: @@
 * Available only for companies with Twilio enabled.
 * Green calls require a default phone number.
 * Calls to blocked FCC Do Not Call numbers are prevented.
 * Recorded Messages can be used with '''Hangup With Message'''.

@@ Line 21: / Line 21: @@
 * [[File:icon_green_call.gif]] '''Green Call''' – Calls your phone first, then connects you to the contact.
-* '''Blue Call''' – Places the call directly from your web browser using a headset and microphone.
+* [[File:icon_blue_call.gif]]'''Blue Call''' – Places the call directly from your web browser using a headset and microphone.
 After every call, users can record the call result, notes, appointments, and follow-ups.
@@ Line 33: / Line 32: @@
 * Calling buttons must be enabled for the company.
 * Green calls require a default phone number on the user's profile.
 === Green Call ===
@@ Line 58: / Line 56: @@
 #* Hangup With Message
 # Submit the Call Result.
 === Call Any Number ===
@@ Line 71: / Line 61: @@
 # Open the footer Call Pad.
 # Enter a phone number.
-# Click the Green, Blue, or Yellow Call button.
+# Click the Green, Blue Call button.
 # Complete the Call Result after the call.

@@ Line 20: / Line 20: @@
 Allows users to place outbound calls through Twilio directly from CallProof using one of three calling methods:
-* '''Green Call''' – Calls your phone first, then connects you to the contact.
+* [[File:icon_green_call.gif]] '''Green Call''' – Calls your phone first, then connects you to the contact.
 * '''Blue Call''' – Places the call directly from your web browser using a headset and microphone.
 * '''Yellow Call''' – Rings the CallProof mobile app first, then connects the contact.

@@ Line 1: / Line 1: @@
+= Make a Call =
 Callproof offers 2 different ways to call contacts from the website.  This feature is not available to all users.  For more information, please contact Callproof.
@@ Line 11: / Line 11: @@
 <div style="clear:both;"></div>
 == Call with a Headset (Soft Call) ==

@@ Line 18: / Line 18: @@
 After clicking the [[File:icon_blue_call.gif]] button for the contact to dial, the initial calling screen will be seen.  Click Dial Number when ready to call.
-[[File:SoftCall.png|250px|thumb|right|Soft Call screen]]
+<div style="float:right; margin:0 0 1em 1em;">
 * If Flash settings haven't been saved, a settings box may pop up.  You must allow Flash to access your audio and mic.  Click Allow and Remember to save the settings.
@@ Line 34: / Line 41: @@
 Click Edit Contact to edit contact information once the call results are submitted.
 <div style="clear:both;"></div>

@@ Line 37: / Line 37: @@
 {| style="border:0;"
-| [[File:SoftCallDial.png|250px|thumb|During a Call]]
+| [[File:SoftCallDial.png|250px|thumb|right|During a Call]]
-| [[File:SoftCallHangup.png|250px|thumb|Call Hangup]]
+| [[File:SoftCallHangup.png|250px|thumb|right|Call Hangup]]
 |}
 </div>
 <div style="clear:both;"></div>