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Knowledge Base/Features/Caller/Caller for leads

Caller for leads

Steven Reinartz, July 25, 2022
Note: Caller is one of the many useful features of Pipedrive’s Professional and Enterprise plans. If you need assistance setting up Caller, please refer to this guide.

When using Pipedrive to make calls, it can be a pain to navigate from your leads to your contacts. Now, you can make calls directly from your leads view for the optimal Caller experience.

How to access Caller in leads

The Caller tool is available from the Leads Inbox and functions similarly to a contact or deal.

There are two ways you can access a phone number and make a call through a lead:

  • Linked person's number
  • Phone type lead/deal custom field

In both examples, all you need to do is have a phone number value in a lead's detail view. You can use that number to make calls through your Pipedrive account:

Note: Currently, you can't access the Caller tool through the lead list view. Instead, you will need to enter the lead's contextual detail view in order to make calls.
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