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.
Related pages
- Meetings · Reminders — the other activity types
- Leads List — prospects being called
- Customer Activity — the automatic interaction log