Start an outbound customer call from ProMax so Volie places the call for you—you answer your phone, speak with the customer, and keep working in ProMax without opening Volie.

Before you start

Before you place a call with Pro-Max Click to Call:

Your store must already be set up for Pro-Max Click to Call in Volie (see How to set up Pro-Max Click to Call)
You need access to ProMax for your dealership store
Your phone (the number Volie rings first) must be ready to answer

Definitions

These terms appear when you use Pro-Max Click to Call:

Term	Meaning
Click to Call	Starting an outbound phone call from ProMax with one action; Volie places the call instead of you dialing manually
Redirect to	The phone number Volie rings first (usually your desk or mobile line on file for the store)
Extension dialing	Optional digits Volie sends on your line after it connects—used when you reach your phone through a main number and extension

Steps

Follow these steps to place a call with Pro-Max Click to Call:

In ProMax, open the customer or lead record you want to call.
Start the call with ProMax’s click-to-call action for that record.
Answer your phone when Volie rings you first (the store Redirect to number, or the agent phone ProMax sends).
If your store uses extension dialing, stay on the line so Volie can play the extension digits, then remain ready—your extension must be answered promptly.
When the customer is connected, complete the conversation on your phone while you continue working in ProMax.
After the call, stay in ProMax for follow-up. Managers can review recordings and call detail in Volie’s Communication Center; when write-back is configured, call results can also appear in ProMax.

Tips

When you use Pro-Max Click to Call, these tips help:

Keep working in ProMax for the whole call—you do not need Communication Center or another Volie screen to place the call.
If you share a main dealership number and an extension, be at your extension and ready to answer as soon as Volie connects your line.
Pro-Max Click to Call is separate from any ProMax lead-email path into Volie; this workflow is only for outbound calling through Volie.

What success looks like

When Pro-Max Click to Call works, your phone rings first, then the customer is connected, and you finish the call without leaving ProMax. If your phone never rings, ask an Admin to confirm store setup (Partner code, Redirect to, and ProMax provider configuration), then retry from the lead or customer record.

Limitations

Pro-Max Click to Call has these verified limits:

This workflow is for outbound calls started from ProMax. Inbound Volie calls are not written into ProMax in this release.
You work the call in ProMax; detailed recordings and dispositions for managers live in Volie.
Extension dialing depends on your phone setup and carrier support—if digits never connect you, contact Volie Support or your Admin.

Common questions

Do I dial from ProMax or from Volie?

You start and work the call entirely in ProMax. Volie places the call behind the scenes: you use click-to-call in ProMax, answer your phone, and keep working in ProMax. You do not dial from Volie or use Communication Center during the click-to-call.

Will call results show up in ProMax after the call?

When Volie and ProMax are configured for write-back, Volie can send outbound click-to-call results back to ProMax after the call (duration, outcome, and recording link when available). Recordings and detailed review for managers remain in Volie. Ask your Admin or Customer Success contact if results are not appearing in ProMax.

What is extension dialing in Pro-Max Click to Call?

Extension dialing is when ProMax sends digit sequences Volie plays on your line after it connects—common when agents share a main number and use extensions. You must answer your extension promptly so the customer side can connect cleanly.

Is click to call the same as ProMax lead emails into Volie?

No. ProMax lead emails into Volie are a separate path. Pro-Max Click to Call is only about starting outbound calls from ProMax through Volie.

Who do I contact if click-to-call stops working?

Contact Volie Support or your Customer Success manager. Include the store name, about when it failed, and whether you saw an error in ProMax or never received a call on your phone.

How to set up Pro-Max Click to Call

How to place a call with Pro-Max Click to Call