Steps
- Open Call Log. In the back office sidebar, click CRM, then Call Log.
- Read the list. Each row shows the call log created by user, the contact, the Call Duration and the Call Type.
- Filter the calls. Use the filters to narrow the list to one user or a date range.
- Open the contact. Go from a call to the lead or customer record to add a follow-up or log the outcome.
- Delete old entries. Tick the entries you no longer need and delete them in one go.
Where calls come from
Calls appear here when they're recorded by the mobile app, not from your phone bill or a phone system. Calls made outside the app don't show.
Who can see it
Roles with view own call log see only their own calls; view all call log shows everyone's. CRM is part of the Pro plan. The CRM item shows in the back office sidebar when your subscription includes it and your role has the CRM permissions.
Frequently asked questions
Why aren't my calls showing in the call log?
The call log lists calls recorded by the mobile app. Calls made from another phone or app aren't captured, so they won't appear.
Can a manager see all staff calls?
Yes, if their role has the view all call log permission. Staff with view own call log only see their own entries.
Can I delete several entries at once?
Yes. Select the entries in the list and use the mass delete action to remove them together.