Overview
If you have missed a call, you can call the person back directly from your Inbox without opening their record or looking up their number.
This works for any contact — sellers, buyers, agents, and vendors.
Steps
Step 1: Open your Inbox
Hover over the left side panel and click Inbox.
Step 2: Open the conversation
Open the communication window, or the thread, with the person who called you.
Step 3: Hover over their contact information
Move your mouse over the contact's information at the top of the conversation.
A set of action buttons appears.
Step 4: Click the call button
Click the call button to call them back.
Step 5: Check the number you are calling from
You can change the number you are calling from in this same place.
Check it before you place the call, so the person sees the number they expect.
Important Notes
You do not need to leave the Inbox to return a call. The call button is on the conversation itself.
The action buttons only appear on hover. If you cannot see the call button, move your mouse over the contact's information at the top of the conversation.
The number you call from matters. If you call from a number the person does not recognise, they are less likely to answer. Check it before you dial.
The message icon sits alongside the call button. If a call is not answered, you can text from the same place.
Returning calls quickly is what the abandoned-lead figure at the top of your External inbox is there to prompt.
Troubleshooting
You cannot see the call button
Hover your mouse over the contact's information at the top of the conversation. The buttons are hidden until you do.
You cannot find the missed call
Check which tab you are on. Sellers, buyers, agents, and vendors are under External. If the conversation is not there, it may have been archived — filter by Activity Status and Archived.
The call is going out from the wrong number
Change the number you are calling from before placing the call.
The person does not answer
Send a text from the same conversation using the message icon, so there is a record of the attempt on the thread.
Summary
You returned a missed call from your Inbox. You opened the Inbox, opened the conversation with the person who called, hovered over their contact information to bring up the action buttons, and clicked the call button — checking the number you were calling from before placing the call.
