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Call clients from your business number

Press Call on a contact, a client or a missed call. Rella rings your own phone first, then calls them from your business number, so they never see your personal number.

Everyone on your team who calls clients or contacts ยท 3 min read

Steps

  1. Open Settings, then Phone & texts, and save Your phone for calls. This is the mobile or office phone Rella rings when you press Call. Only you and Rella see it.
  2. Open a contact, a client, or a call in Business phone, and choose Call. On Business phone you can also type any Canadian or US number on the dial pad.
  3. Choose which of your phones Rella should ring first, then choose Call now. The calling bar at the bottom of the screen shows Ringing your phone.
  4. Answer your phone. You hear a short message: press 1 to place the call. Rella then calls the person from your business number and the bar shows Calling, then Connected with the time.
  5. Talk as usual on your phone. Hang up on your phone, or choose Hang up in the bar. The call is saved on the person's page and in Call history with how long it lasted, marked Outgoing.
  6. Owners and administrators can switch on Record outgoing calls in Business phone, Phone settings. It is off unless you switch it on. The person you call hears "This call may be recorded" when they answer, before you are connected, and the recording plays only in signed-in Rella.

Check it worked

Your phone rang from your business number, the person saw your business number when Rella called them, and the call appears on their page with its length.

Common questions

Rella says to save my phone first

Save Your phone for calls in Settings, Phone & texts, or type it in the Call window and choose Save. You can also ring the business forwarding phone instead.

My phone rang but the call did not go through

Press 1 after the message. If nobody presses 1, for example when your own voicemail answers, Rella hangs up without calling the person.

The Call button says they asked not to be called

Someone marked that the person asked not to be called, so Rella will not place the call. If they have agreed to calls again, choose They agreed to calls again in the Call window.

Rella warns that it is late

Calls are best between 8 a.m. and 9 p.m. in the person's time zone. Rella uses a client's province or state when it is saved, and your business's time zone otherwise. Tick Call anyway if the call cannot wait.

The call will not start because of credit

Each call holds its longest possible cost while it runs, for your phone and theirs, and gives back what it did not use. Add phone credit on the Business phone page.

Open Business phone (sign-in required)

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