Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
These columns provide insight on incoming calls.
(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.
