Phone
Use the call log
Find any call, listen back, add notes, link the customer and the request it led to.
Add-on: Phone system(any plan)the call log stays readable without it
Sales → Calls lists every call in and out. Use the tabs All, To follow up, Missed, Voicemail and Outbound, and filter by Source and dates.
Sales → Calls with the tabs and filters
Screenshot coming soon
Open a call
Click a call to see:
- Details: the number called, its source, who answered, times, talk time and billed minutes.
- AI summary and, for owners and admins, the Transcript and Recording (or Voicemail).
- Customer: the matched customer. Click Change to link another, or pick one when several have the number.
- Led to: the request it led to. Click New request to start one.
- Notes: write what the call was about and click Save notes.
- Follow-up: who it's Assigned to, and Mark followed up.
A call linked to a request counts as booked in call tracking, and closes its follow-up.
Calls also appear on the customer's timeline.