Access
Step 1 - After logging in as an Administrator, click Reports.
Step 2 - Click Call Detail.
Step 3 - Click the icon (A) next to Call Tracking: Call Detail and you’ll be brought back to Step 2. The date range selected (B). Use the filter option (C) to narrow your report, including updating the date range. You can export the report to another program by clicking (D).
Layout
- Call ID (A) - ID of the call (each call has a unique ID).
- Type (B) - Type of call (Customer, Non-Lead, Cancelled Lead, Payment, etc.).
- Ad Source (C) - Tracking number that called in.
- Customer (D) - Customer name.
- Date/Time (E) - Date and time of call.
- Location (F) - Location the call came into.
- Employee (G) - Employee who handled the call (default user means the system handled the call).
- Duration (H) - Duration of the call.
- Tracking # (I) - Number the Customer dialed.
- Caller Number (J) - Customer’s phone number.
- Recording - Allows you to listen to the call (if the icon looks like a piece of paper, you can read the call transcript).
- Create/View - Allows you to create a new Lead from the call or open the existing Lead/Customer card.
