calling · 2 min · reviewed 2026-10-20
How do I work today's calls one person at a time?
Open Call Desk in SalesCrew. The left list is today's calls, with the people you can call now first. Read the card, dial the number, then pick an outcome and press Save and next.
What you will need
- The Calls module switched on.
- Call tasks given to you by a campaign or a manager.
Steps
- 1
Step 1
Open Call Desk in the sidebar.
- 2
Step 2
Pick a person on the left. The pill says Call now, Okay to call or Outside hours.
- 3
Step 3
Read Before you call and the line under it. It says why you are calling.
- 4
Step 4
Click the number to dial it, or copy it into your dialer.
- 5
Step 5
Follow the four steps of the script. Use the boxes on the right if they push back.
- 6
Step 6
Pick an outcome. Booked and Call back ask for a time. Has a tool asks which tool.
- 7
Step 7
Add a note and press Save and next. The next person opens.
Common errors
- Save and next stays grey. Pick an outcome first. Booked and Call back also need a time.
- Save and next stays grey. Pick an outcome first. Booked and Call back also need a time.
- A box says "No note yet". Nobody wrote that line for this person. Use the brief instead.
- A box says "No note yet". Nobody wrote that line for this person. Use the brief instead.
- The time says unknown. The person has no time zone, city or country on file.
- The time says unknown. The person has no time zone, city or country on file.
How you know it worked
The next person opens. The call task you closed is gone from the list.
Where this goes in SalesCrew
After you save an outcome, the next person in your queue opens and the call task shows as done. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.