---
title: Create Records During Call
slug: voice/create-records-during-call
description: Create new Salesforce records on the fly during a live call with Unaric Voice softphone.
docTags: 
createdAt: 2024-03-12T17:03:07.445Z
---

Unaric Voice allows you to create records directly from the softphone interface while on a call. This can be practical for many purposes:

- To create a new **Lead**, **Account**, or **Contact** if the caller’s phone number isn’t recognized in Salesforce 
- To create a new **Opportunity **during a sales call
- To log a** Case** for customer support
- To launch a** Flow **or Visualforce page

## Field population

- When creating a **Lead**, **Account**, or **Contact**, the caller’s phone number is inserted automatically.
- For standard objects like **Cases**, Unaric Voice also inserts the** related contact** (if identified).
- If you're creating a custom object with a lookup relationship to an Account or Contact, the related record is autofilled.

## Create records during call

1. During an active call, use the **Create New…** picklist in the Unaric Voice softphone.

   ::Image[]{src="https://helpserver.biz/onlinehelp/cdc/sf/5.0/help2000/images/hmfile_hash_35307dbf.png" size="52" width="235" height="335" position="center" darkWidth="235" darkHeight="335" showCaption="false"}
2. Select the object you want to create (e.g., Lead, Case, Opportunity). A new browser tab or window opens with the record creation page.
3. Once saved, the newly created record is automatically assigned to the call.