Viewing all communication history

Italicized terms represent clickable icons on the specific screen being discussed.

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

(D) Channel - The list will initially default to show all communication types. Click to filter the list by communication type.
(E) Call Types - The list will initially show all call types. Click the dropdown to select filtering options that will focus the list.
(F) Date Range - The list will initially show communication from the past 7 days. Click the dropdown to select filtering options that will focus the list. You also have the ability to create a custom date range.
(G) Location - The list will initially include historical communication from all locations you have access. Click the dropdown to select locations and filter the list.
(H) Additional filters - Click to further filter the list by name, email address, phone number or employee who originally created the Lead or Customer.
(I) Apply - Click to apply your filters and update the list accordingly.
(J) Reset - Click to remove all applied filters.

(N) Status - Color indicates the person’s status when the communication occurred. Green indicates Lead, orange indicates Customer, and grey indicates this item has not been dispositioned yet.
(O) Communication type - Indicates the communication type. Types include phone, text, chat, email, or voicemail.
(P) Communication Information - Indicates whether the communication was inbound or outbound and who interacted with the Customer.
(Q) Communication - Shows the length of the call (if appropriate) or the number of messages for email or text correspondence. Click to listen to the call or read the correspondence(s).