How do I see the details for each phone call I have made?
Yes, you can since the CRM saves a call record for every call you have made.
- You can see the list of all the calls you have made in the List View screen of the Phone Calls module. (Essentials > Conversations > Phone Calls List View screen)
- You can display phone call logs by accessing existing lists or creating a customized list of your own. For example,
- All Phone Calls - for all calls
- Missed Calls - those calls that you have missed
- You can create your own lists on the Create New List page by,
- Add List Information.
- Choose List Conditions.
- Share your lists with other users by entering their names and roles.
- Saving the list.
- You can see the details of each call record by clicking on the required record in the List View.
- The Summary View of the call record (Activity section) displays all relevant information.