✅ Step 1: Confirm the Phone Tool Is Added to Your Account
Go to Settings in your Easyly account.
Navigate to the Integrations / Tools section.
Look for Phone under Tools.
If it shows Added, your phone system is active and ready to use.
📍 Step 2: Locate the Phone Icon in the Header
Once the Phone tool is added:
Look at the top header of your Easyly account.
On the far right side, you’ll see a phone icon.
This icon gives you quick access to the Easyly dialer from anywhere in the platform.
☎️ Step 3: Open the Pop-Up Dialer
Click the phone icon in the top header.
A pop-up dialer will appear.
You can:
Manually enter a phone number
Use the keypad
Click Call (green button) to place an outbound call
📂 Step 4: View Call & Text History
Below the green Call button, you’ll notice a gray area.
👉 Click on this gray section to expand the activity view inside the same pop-up.
Once expanded, you’ll be able to:
📞 Calls Tab
View outbound calls
See missed calls
Search call history
💬 Messages Tab
View sent text messages
Review previous SMS conversations
🔍 Helpful Tips
All phone activity stays within Easyly — no switching tools
Call and text history helps with follow-ups and accountability
This feature works best when combined with automations and lead workflows
💬 Feedback & Support
Since this is a beta mode, we’d love your feedback.
Use the Give Feedback option in Easyly
Or reach out to [email protected] if you need help
We’re excited to help you centralize calling and texting directly inside Easyly 🚀