How to find a call
1. Open the account and click Full Account Details.
2. Go to Calls.
3. Search for a specific contact, or filter by:
· Call Direction: Outbound, Inbound, or both.
· Disposition: only dispositions used on this company’s contacts appear.
4. Click Filter Calls to apply.
What’s in the call details
Click a contact to see the full call details:
• Date and time, owner, and duration
• Call recording and transcript
• Call summary
• Campaign and disposition
• Next call scheduled with the contact
Note: if a contact has an overdue task, a message appears on the right side of the call details, for example: “Call issue: This call could not be completed. Please try again.”
Related articles
• Researching an Account
• Viewing a Contact’s Details and Activity