18.04.2016

Where is call information in CRM?

How to view the call history of a client without opening the call report? How to highlight among them the important ones or those in which there was a conversation? Considering all this, we have updated contact in CRM.

Where is call information in CRM?

How to view the call history of a client without opening the call report? How to highlight among them the important ones or those in which there was a conversation? Considering all this, we have updated contact in CRM. Click on the calls link and get help on the calls of this contact in several ways of displaying.

important calls

If you have tagged conversations, you’ll see them here. Read more about call tags in this article. All lines are clickable – conversation records and call details are available. Important

List of conversations

Only completed conversations with the operator are displayed. If the client spoke to several operators in one call, then you will see several lines per call. List

All calls

In this mode, all calls are displayed, not conversations, but calls associated with this client (incoming, outgoing, callbacks, predictive). Everything By default, help displays only data for the last 30 days, a longer period is rarely requested, but if you feel the need for data for the entire period (more precisely, since the launch of this feature), then click the “More” link.

Rate the news:

Read also

photo
Tuesday October 18th, 2016 Automatic number conversion and validation on import

How to set up automatic number conversion for making calls in the contact center, basic rules and validation.

More
photo
Saturday July 30th, 2022 Scenario-questionnaire or questionnaire for CATI research

Questionnaire for the survey (CATI) – a linear script for interviews. It is more often used in opinion polls, assessments of the quality of services or loyalty programs.

More

Leave a request and get detailed advice from a specialist.

    Agreement on the processing of personal data