How do I call a list from my phone?

Build the list on your computer, scan a QR code with your phone, and work the list from there. Every call goes out from your own mobile number, over your normal carrier — we're not in the middle of it, and there are no per-minute charges.

It's included on Pro and Enterprise.

Getting the list onto your phone

The first time: scan once. On Meetings and Calls, hit Phone, pick a list, and point your phone camera at the code. The list opens on the phone, and the phone stays paired for 30 days. You can also start from Lists → (your list) → ☎ Call on my phone, send a single contact from the ☎ phone button on their page, or, from any page, open Go live → Make a call, type a name or a company, and pick the person: the code comes up right there.

After that: no code. On Meetings and Calls, hit Send a list to my phone and pick a list. It lands on the phone within a few seconds if the caller is open, or the next time you open it. The caller shows what was sent at the top of the screen under Sent from your desk, and checks for new sends every few seconds while it is open.

The code lasts five minutes and works once. That's deliberate. A code left up on an unlocked screen shouldn't still work an hour later, and a photographed one is worth one scan at most. If it runs out, close it and hit the button again.

A paired phone can reach the caller and nothing else. Not settings, not your database, not billing. If you lose the phone, whoever has it can see the lists you sent and log calls against them. That is the whole blast radius, and you can end it: every paired phone is listed on Meetings and Calls with an Unpair button, and unpairing takes effect on the phone's very next tap. On the phone itself, Forget phone at the top of the list does the same, and so does signing out. Pairings also expire on their own after 30 days.

Signing in to the app normally on a phone browser reaches the caller and its inbox too. That phone just doesn't show up as a paired one, because nothing was scanned.

Working the calls a sequence queued up

When a sequence hits a phone step it creates a call task for you, with the script it wrote for that prospect. Those show up on their own at /m/calls?due=today — no list to build, no QR needed beyond the first pairing.

Open one and the script sits right above the Call button. Logging the call closes the task, so the sequence moves on exactly as it would if you'd made the call at your desk. You don't have to go back and tick anything off.

Only your own calls appear here, not your team's.

Calling a company's main line

Companies have a main line field now. Fill it in on the company page and the ☎ phone button next to it sends that company to your phone, the same way a list does.

The company screen shows the main line at the top and everyone you have saved at that company underneath — including people with no direct number of their own. That's the point of it. Those contacts don't appear in your normal call list at all, because there's nothing to dial; the switchboard is how you actually reach them. Open one and the main line becomes their Call button, with a reminder to ask for them by name.

Calls are still logged against the person, not the company, and we record which number you used. So "we only ever get to this account through the switchboard" is something you can see later.

One honest gap: if a company has no contacts saved at all, the main line still dials but the call isn't logged anywhere — there's no person to attach it to. The screen says so rather than pretending. Add the contact afterwards and the next call lands properly.

Making the call

Tap a name, then tap Call. Your iPhone asks you to confirm, then dials from your own number — so the person sees your real caller ID and can call you back on it.

When you come back to Safari, we ask how it went: connected, voicemail, no answer, gatekeeper, callback, or wrong number. One tap logs the call to that contact's timeline. You can add a note as well.

Why is the call length only an estimate?

Because iOS never tells us anything about the call.

Once you tap Call, the Phone app takes over completely. We can't see whether they answered, how long you spoke, or when you hung up — the only thing we get is the moment you come back to Safari. So the duration we show is the time you spent away from the browser, which includes the confirmation tap and the ringing.

It's usually close. It's just not measured, and nothing in your reports will pretend it is. If you're away long enough that the number would be nonsense — you got distracted, or came back after lunch — we log the call with no duration rather than inventing one.

Why can't it record the call?

iOS doesn't let any app record a phone call. Not us, not a native app, not anything on the App Store. Apple has never exposed call audio, so this isn't something a mobile app would fix.

What you can do instead is leave a voice note right after you hang up. Tap Record, talk for thirty seconds about what happened, and it goes through the same transcription and summary as the call recorder — summary, objections, sentiment, next steps, and one-click tasks.

The voice note attaches to the call you just logged rather than creating a second one, so your call counts stay honest. And it won't overrule you: if you tapped voicemail, the call stays a voicemail no matter what the summary says.

Voice notes draw on the same daily recorder limits as everything else — 20 recordings and 5 hours of audio per rolling 24 hours.

"Check this number"

If a contact shows Check this number instead of a Call button, we couldn't read a phone number out of that field.

Phone numbers are stored as free text, so they collect things like extensions, two numbers in one box, or notes typed alongside the digits. We handle most of that: 212-555-0198 x22 dials the number and passes the extension separately, and (646) 555-0198 / (917) 555-0142 calls the first one.

What we won't do is guess. A field holding ext 402, a seven-digit number with no area code, or an obvious placeholder like 1234567890 gets no Call button, because dialling a half-read number could ring a stranger. Fix the number on the contact in the desktop app and it'll work on your phone straight away.

Can I call from a different number?

Not yet. Calls go out from your own phone, which is what makes this free of per-minute charges.

Local presence and voicemail drop need us to place the call through a carrier on your behalf, which is a different piece of plumbing. It's on the roadmap; this isn't it.

What about Android?

The list, the dialling and the logging all work — tapping Call hands off to your Android dialer the same way.

Voice notes depend on the browser's recorder, so use Chrome rather than a less common browser if you want them.