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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.

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

  • (A) Call ID - Each call is given a 's unique identification. Note: Click the 3 rows of lines to filter this column.

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

  • (C) Call Type - Call types include Inbound, Outbound, Payment, etc. Note: Click the 3 rows of lines to filter this column.

  • (CDAd Source - The tracking number that the call is associated with. Note: Click the 3 rows of lines to filter this column.

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  • Ad Name associated with the Tracking Number the call came in on.

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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

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

  • (HIDuration Talk Time - The duration length of the call from the initial connection to the hang up. (IWe 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.

  • (JTracking # - The phone number that the Customer dialed for the particular call. 

  • (JKCaller Number - The phone number the Customer called from.

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These columns contain clickable links.

  • Recording - Click (KL) Play - Click to listen  Play in the column to listen to a recording of the call. Click 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.

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