Calls tab

The Calls tab tracks any calls made or received in the system. If you are using an integrated phone system or dialer, calls are automatically logged and recorded into the CRM. In addition, you can manually track calls.

This article includes the following topics:

• Logging a call and scheduling a follow-up call
• Deleting a call

Logging a call and scheduling a follow-up call 

1. From the Client Dashboard, click the Calls tab.
   
2. Do one of the following:
   
   • Click Log A Call; or
   • Click one of the phone numbers in the left-side panel.
3. The Log Call Activity window opens > click the image to enlarge and view details.
4. If you want to schedule a Follow-Up Call, do the following:
   • Click the Follow-Up Call link > the additional fields appear.
     
   • Select the following as desired:
     • When to schedule a follow-up with the client.
     • Assigned To to assign a user to contact the client.
     • Event Type to specify the reason for the follow-up.
     • Time and Timezone you want to schedule the phone call.
     • Description to enter details about the call.
     • Schedule This Call checkbox when selected will list the 10 contacts that are scheduled with your next upcoming Phone Call Events on your Dashboard tab.
5. To save the call information and create a follow-up email, do the following:
   • Click Save Call and Email > the Send An Email window opens > click the image to enlarge and view detailed instructions.
     
   • Click Send Email.

Back to top

Deleting a call

IMPORTANT
It is not recommended to delete a call record.

1. From the Client Dashboard, click the Calls tab.
2. Click the icon next to the call you want to delete.

   WARNING
   There will be no confirmation check to ensure you want to delete the call record.

   Back to top