Call Functions in Creatio

1. Go to the [Contacts] section (Fig. 1), click the number you are going to call, and the CTI panel with a call will appear.
   
   Fig. 1. Calling from the [Contacts] section 
   
   

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2. You can find calls history in the [Calls] section. From and To’ fileds in [Calls] section are clickable (Fig.2).
   
   Fig. 2. The [Calls] section
   
   

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3. To make a call, enter the contact name or number and press the phone button (Fig.3). You can also click the phone button near the call record in the CTI panel.
   Fig.3. Making a call in the CTI panel 

    

4.  The call will start. After the call is answered, the following functions are available: 
   
   

   1. You can transfer the call to another extension (Fig. 4). 
      If you transferred the call, the original contact will be saved on a new call record.
      Fig. 4.  Transferring the call to another extension

                b. You can use a blind/cold or a warm transfer. A warm transfer is set by default. 
Tick a checkbox under the number input field to use a blind transfer (Fig. 5).

Fig. 5. Ticking the checkbox for using a blind transfer

                c. You can put the call on hold (Fig. 6). 
                   Fig. 6. Putting the call on hold 

                 d. Select [Use my number] checkbox. The guide can be found here.

           5. To end the call, click the red button (Fig. 7).
                  Fig. 7. Ending the call

You can find more details about Call Functions on the Creatio Academy.