Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Reference Columns
(A) Call ID - Each call is given a unique identification. Note: Click the 3 rows of lines to filter this column.
(B) Type - Call types include Customer, Non-Lead, Cancelled Lead, Payment, etc. Note: Click the 3 rows of lines to filter this column.
(C) Ad Source - The tracking number that the call is associated with. Note: Click the 3 rows of lines to filter this column.
These columns provide more detail on incoming calls.
(D) Customer - The name of the Customer who called in. Note: Click the 3 rows of lines to filter this column.
(E) Date/Time - The date and time of the particular call. Note: Click the 3 rows of lines to filter this column.
(F) Location - The location where the call came into. Note: Click the 3 rows of lines to filter this column.
(G) Employee - The name of the employee who handled the call. Default user means the system handled the call automatically. Note: Click the 3 rows of lines to filter this column.
(H) Duration - The duration of the call.
(I) Tracking # - The phone number that the Customer dialed for the particular call.
(J) Caller Number - The phone number the Customer called from.
These columns contain clickable links.
(K) Play - Click to listen to a recording of the call. Click the icon that resembles a piece of paper with a pointer to read a transcript of the call.
(L) Create/New - Click to create a new Lead from this call or to open the existing Lead/Customer card.
