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 dropdown - The list will initially default to show all communication types. Click to filter the list by communication type.
(E) Date Range dropdown - The list will initially default to show communication from the past 30 days. Click to edit the filter. Options include All Time, Today, and the Past 7 Days. You also have the ability to create a custom date range.
(F) Location dropdown - The list will default to show historical communication from all locations you have access. Click the dropdown to filter by specific location.
(G) Additional filters - Click to further filter the list by name, email address, phone number or employee who originally created the Lead or Customer.
(H) Apply - Click to apply your filters and update the list accordingly.
(I) Reset - Click to remove all applied filters.

(M) 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.
(N) Communication type - Indicates the communication type. Types include phone, text, chat, email, or voicemail.
(O) Communication Information - Indicates whether the communication was inbound or outbound and who interacted with the Customer.
(P) 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).