Page Comparison

Access

Step 1

• After logging in as an Administrator, click Reports.

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Step 2 

• Click Call Detail.

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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 download the report by clicking (D).

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Layout

• 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).

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• 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.

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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Access

Report Structure