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.
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.
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.
In this mode, all calls are displayed, not conversations, but calls associated with this client (incoming, outgoing, callbacks, predictive). 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.