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 Inbound, Outbound, Payment, etc. Note: Click the 3 rows of lines to filter this column.
(C) Ad Source - The Ad Name associated with the Tracking Number the call came in on. 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.
(FE) Location - The location where the call came into. Note: Click the 3 rows of lines to filter this column.
(GF) 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.
(HG) Duration - The duration of the call.
(IH) Tracking # - The phone number that the Customer dialed for the particular call.
(JI) Caller Number - The phone number the Customer called from.
These columns contain clickable links.
(KJ) Play - Click to listen to a recording of the call. If the call duration is 0, 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.
