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This report provides information for all the calls that came through a location's tracked lines.

Note

Italicized terms represent clickable icons on the specific screen being discussed

.Access

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Terms in blue are links to additional information about the described functionality.

Report date ranges that include current or future dates will have incomplete data due to when reports are refreshed. We strongly recommend selecting a date range that only includes past dates.

Reference Columns

  • (C) Date Range - Indicates the date range which the report's data is pulled.
  • (D) Filter dropdown - Click to access filtering options.
  • (E) Export - Click to download and share the report with relevant stakeholders.
  • (F) Column title - Click to access sorting options for the specific column.
  • (G) Column filter - Select columns have this feature. Click to access filter options for that specific column.
Report Data
  • (A)

    Reports - Click to access the complete list of CallPotential reports.

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  • (B) Call Detail  - Click to access the specified report.

Report Structure

  •  Call ID - Each call's unique identification. 

  • (B)Call Type Category - This is a general categorization of call types. Examples include Non-Lead, Customer or All Outbound calls.

  • (C) Call Type - Call types include Inbound, Outbound, Payment, etc. 

  • (D) Ad Source - The Ad Name associated with the Tracking Number the call came in on.

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These columns provide more detail on incoming calls.

  • (E) Date/Time - The date and time of the particular call.

  • (F) Location - The location where the call came into.

  • (G) Employee - The name of the employee who handled the call. Default user means the system handled the call automatically. 

  • (H)Caller Name - The name of the person who called in or who received the outbound call.

  • (I) Talk Time - The length of the call from the initial connection to the hang up. We define “Initial Connection” as either an external dial, from when the Customer/user accepts the call, or as soon as the Voicemail “beep” occurs which can either be for an inbound or outbound call. We define “hang up” as when the call is terminated.

  • (J) Tracking # - The phone number that the Customer dialed for the particular call. 

  • (K) Caller Number - The phone number the Customer called from.

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These columns contain clickable links.

  • Recording - Click (L) Play in the column 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.

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