Call Detail

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 the Reports home screen. 
• 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).

• 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.