Ensure that all dialed calls through Shape are tracked and tied to the record the call log belongs to by “Calling Directly” within the record details pages. This option allows the user to fill in a number to call while the call is linked to a corresponding customer profile for analytics.
Similarly, if you do not have a record to connect the call to, you can click on the phone icon in the gradient navigation bar and choose the “Call Directly” Option.
Once you enter the number and press “Call” you can use the Shape dialer like you would using the click-to-call method.
Keywords: calling, dialer, call direct number, call unique number, phone settings, making calls