Call Logs

Call Logs

The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can make use of this functionality in CRM.

For example customer support executives can log calls and identify the time spent on each call and keep track of the average time spent in calls on a monthly basis. On the other hand, the Sales and Marketing Executives can keep track of all the calls they make to their prospects. The call details can be further used to generate reports on billing details, average time spent on calls, number of calls per day, etc.

Availability

Profile Permission Required: Access to the Activities Tab that includes View, Create, Edit and Delete permissions.

Benefits

  • Helps identify typical questions asked by users
  • Keep track of all the customer calls for future reference.

    • Related Articles

    • Log a Current Call

      To log a current call In the Activities module, click New Call. You can also add call details from within a record by clicking the Log a Call link in the Open Activities related list. In the Log a Call page, do the following: You cannot add custom ...

    • Log Call in iPad

      After making calls to your customer, you can instantly log your calls with the log a call feature. Note You can log only outbound calls. To log a call Go to the Leads, Accounts, Contacts, Tasks or Calls module. Tap a record to which you want to make ...

    • Schedule a Call

      Schedule calls in CRM that can be taken up by users later. Each call that is scheduled has three option in the details page. Mark as Completed - The calls that you mark as completed will be moved to the Closed Activities Related List in the ...

    • Log a Completed Call

      In the Activities module, click New Call. You can also add call details from within a record by clicking the Log a Call link in the Open Activities related list. Specify the Subject of the call. Select the Call Type as Inbound or Outbound. Select the ...

    • How do I edit a scheduled call

      You can delete a scheduled call from the Calls details page in the Activities module. Click the Activities Module In the desired Calls List view, select the record. In the Call's Details page, click Delete. Alternatively you can delete a call or a ...