Initial Setup
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      3. Initial Setup

      How can I make a call in HubSpot?

      Service Hub Seat Needed, make calls from HubSpot even using your phone! Read this step-by-step guide to set up calls.

      Setting Up Calls

      Steps:

      1. In HubSpot, click on the settings icon⚙️ in the top navigation bar.
        HubSpot navbar choose Gear Icon

      2. Locate the following menu and go to Calling.General section choose Calling option

      3. Click on Add a phone number.inside calling section choose Add phone number


      4. Enter your country code and a valid phone number.Follow first step


      5. Then, you will receive a code which you need to enter.follow second step


      6. Click on Done to complete the registration of your number.hoose done to end phone set up
       
      Another option
      Generate a HubSpot number.
      Steps:
      1. Go to Calling.
      2. On the Phone numbers tab, click Get a HubSpot number.Into Calling section press button Get a HubSpot number

      3. Select a country and a prefix, and then click on Generate a number.choose Generate a number

      4. Review the phone number that appears. If the generated phone number is suitable for you, click on Use this number.
      5. Click on Continue with setup and enter the name that will appear alongside the phone number.
      6. Click on the dropdown menu for Assignment and select a user who has a Sales Hub or Service Hub license assigned.
      7. Click Save. 

      Set Up Phone Support Hours
      In Calling, scroll down to find the title "Call working hours." In this section, you can add the hours that best suit you for receiving calls.
      Define Call Working Hours
      Define your working hours
      Actions
      In HubSpot calling can edit your number
       
      Edit: Allows you to change the name that appears alongside the phone number.

      Edit phone to change name

       

      Delete: You need to enter the extension and number to confirm that you want to delete the number.

      you can delete phone number

      Ways to Make a Call

      Calling from a Contact Record

      Steps:

      1. In your account, go to CRM > Contacts.

      2. Click on the name of a record.

      3. As shown in the image, click on the call icon 📞.

      Inside ticket call contact

      choose method of calling

      browser, phone or app are supported

       

       

      Calling from a Ticket

      call in sidebar ticket

       

      Calling from the Remote Control

      Steps:

      1. Click on the Remote calling icon📞 in the top right navigation bar.
      2. Enter the country code and the phone number of the person you wish to call.
      3. In the Call from dropdown menu, select the number you want to call from.

      call from navbar icon

      What you can do during the Calling

      • Enter notes during the call in the text box.
      • Record outgoing or incoming calls
      • To change the microphone or speaker device you are using, click on the Audio drop-down menu.
      • To enter an extension or access the dialer, click on the Numeric Keypad button.
      • To mute yourself during the call, click the Mute button.
      • Next to the Audio drop-down menu, you can check your network quality score.

      call example

       

      What you can do after the Calling

      • Select a rating for call quality. 
      • To create a reminder task, click on Create a follow-up task.
      • To see how many of your allocated monthly minutes have been used, click on the More dropdown menu.
      • To edit which records are associated with this call, click on the dropdown menu Associated with [...].
      • Finally, click on Save call.

      left note when call is rejected