Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Reference Columns
- (A) Call ID - Each call's unique identification.
- (B) Type - Call types include Inbound, Outbound, Payment, etc.
(C) Ad Source - The Ad Name associated with the Tracking Number the call came in on.
These columns provide more detail on incoming calls.
- (D) Date/Time - The date and time of the particular call.
(E) Location - The location where the call came into.
(F) Employee - The name of the employee who handled the call. Default user means the system handled the call automatically.
(G) Duration - The duration of the call.
(H) Tracking # - The phone number that the Customer dialed for the particular call.
(I) Caller Number - The phone number the Customer called from.
These columns contain clickable links.
Recording - Click (J) 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.
