Managing Calls
View Incoming Calls
Call Back
The phone icon 
will allow you to call back the person and it will bring up the pop-up for starting a call. For more detail on making a call click here.
Listen to voicemail
Searching
Create Call Log (From Incoming Calls)
Once you are done, click the Save Call Log button and then the call will be removed from the list and a call log will be created for this call and can be viewed on the Lead detail screen under the Calls tab for the related Lead.
If you were successful with creating the call log then the dialog below will show at the top of the browser window.
View Call History
You can see each call log ordered with the most recent at the top to the oldest at the bottom.
Note: New calls that come in first go to the Incoming Call Page and not the Call Log. Once the Create Call Log Button is pressed on the Incoming Call then it will show up here.
Filtering
- Agents – You can select to filter by the calls sent by the agent associated with lead/contact.
- Contacts – You can select to filter by the calls sent by the contact associated with the lead/contact.
- Phone Number – You can type in your own phone number to filter the list to show only calls that match that phone number.
Start/End Date – Specify a start and end date to filter the list by any call that was sent in that date range.
Call Status – Select to choose to filter to show calls with a status of either “No Answer“, “Success“, “Left Voicemail“.
Search – Type in a word or part of a word to search for that word in either the sender, date/time, number, or status of the call.
Once you have entered your filter parameters then you click the “Apply Filters” button to filter the list.
If you want to start over or want to see the full list again, click the “Clear Filters” button.
Create Call Log (From Calls Tab)
Other Notes
The number that the call is sent from is whatever phone number is set up for the current user that is logged in. This is set up in the backend in the Users record.
