Calls
Calls records phone contact with customers and leads. A call gets a personal response in a way email does not — and logging them means the next person picking up the account knows what was already said.
Where to find it
Go to CRM > Calls. Calls, Meetings and Reminders share one activity screen, filtered to the relevant type.
Filters
| Filter | What it does |
|---|---|
| Type | Selects the activity type — here, calls. |
| Status | Filter by whether the call is scheduled or done. |
| Assigned To | Show one person's calls. |
| Date range | Restrict to a period. |
Selecting the options filters the list automatically as you go.
What a call record holds
| Field | Description |
|---|---|
| Related to | The customer or lead the call concerns. |
| Assigned To | Who is making or made the call. |
| Date & Time | When it is scheduled or took place. |
| Status | Scheduled, completed or cancelled. |
| Notes | What was discussed and agreed. |
The notes are the point. A logged call with no record of what was said proves contact happened but tells the next person nothing — and they are the one who will have to make the follow-up.
Editing an activity
Editing an activity loads everything it holds, including its medium, who it was to, and whether a reminder is set. Those three decide whether an activity appears under Calls or Meetings and whether it will remind anybody, so they are loaded rather than being quietly blanked on save.
On the Summary tab, the Reminders count includes only activities that actually have a reminder set — and only a set reminder can be overdue.
Related pages
- Meetings · Reminders — the other activity types
- Leads List — prospects being called
- Customer Activity — the automatic interaction log