Call leads directly from your spreadsheets using ClikDial. With the latest update, you can now choose between calling or sending a WhatsApp message — right from your sheet!
✅ Before You Start
Make sure:
✅ The ClikDial Chrome Extension is installed and active
✅ You are logged in to ClikDial
✅ You are using Google Chrome
✅ Your phone number column is properly formatted
📁 Step-by-Step Instructions
1️⃣ Open Your Google Sheet
Navigate to your lead or contact sheet in Google Sheets.
2️⃣ Format Phone Numbers Properly
ClikDial supports a wide range of phone number formats:
✅ Accepted formats:
9876543210
+91 98765 43210
+1-202-555-0182
(202) 555-0182
+91-98765-43210
❌ Avoid:
Names or comments in the same cell (e.g., Ravi – 98765xxxx)
Multiple numbers in one cell
💡 Keep one clean number per cell for smooth calling.
3️⃣ Select the Number You Want to Call
Click once on the cell that contains the phone number (do not double-click to edit).
The cell should be highlighted, not in edit mode.
4️⃣ Right-Click the Selected Number
After selecting the cell, right-click on it.
From the context menu, choose “ClikDial”.
You’ll now see two choices:
Call using ClikDial
Send WhatsApp to [ 90761 61040
]
Click the option you want to use.
5️⃣ Take Action
Select Call using ClikDial to place a direct call
Select Send WhatsApp to open the number in WhatsApp Web
6️⃣ What Happens Next
If you clicked Call using ClikDial, a pop-up will appear showing:
✅ “Call Placed to 9076161040”
If you clicked Send WhatsApp, WhatsApp Web will open and show:
✅ “Message window opened for 9876543210”
This confirms that your selected action has been triggered.
🧠 Pro Tips
Use columns like: Name | Phone Number | Call Status
Update Call Status manually after each call (e.g., “Follow-up,” “Not Answered”)
🚀 Next Up:
