Step 1
- After logging in as an Administrator, click Reports.
Step 3
- Click the icon (A) next to Call Tracking: Call Detail and you'll return to the main account dashboard.
- The date range selected (B).
- Use the filter option (C) to narrow your report, including updating the date range.
- You can export download the report to another program by clicking (D).
- Call ID (A) - ID of the call (each call has a unique ID).
- Type (B) - Type of call (Customer, Non-Lead, Cancelled Lead, Payment, etc.).
- Ad Source (C) - Tracking number that called in.
- Customer (D) - Customer name.
- Date/Time (E) - Date and time of call.
- Location (F) - Location the call came into.
- Employee (G) - Employee who handled the call (default user means the system handled the call).
- Duration (H) - Duration of the call.
- Tracking # (I) - Number the Customer dialed.
- Caller Number (J) - Customer’s phone number.
- Recording (K) - Allows you to listen to the call (if the icon looks like a piece of paper, you can read the call transcript).
- Create/View (L) - Allows you to create a new Lead from the call or open the existing Lead/Customer card.
{"serverDuration": 272, "requestCorrelationId": "b3159005701d4b07b542f2d8f9671a62"}
