Call Log
The Call Log is a centralized record of all phone call interactions logged against leads in your workspace.
Opening the Call Logโ
Go to Communications โ Call Log in the sidebar.
Call Log Listโ
Each entry shows:
| Column | Description |
|---|---|
| Lead | The lead this call was logged for |
| Direction | Inbound (lead called you) or Outbound (you called the lead) |
| Duration | Length of the call (minutes/seconds) |
| Notes | Summary of the call outcome |
| Logged By | Which team member logged the call |
| Date | When the call occurred |
Filteringโ
Filter the call log by:
- Lead โ search for a specific lead
- Direction โ Inbound or Outbound
- Date Range โ calls within a specific period
- Logged By โ a specific team member
Logging a Callโ
From the lead detail view:
- Open a lead record.
- Go to the Activity tab.
- Click Log Call.
- Fill in:
- Direction โ Inbound or Outbound
- Duration โ in minutes and seconds
- Notes โ what was discussed, outcome, next steps
- Click Save.
The call appears on the lead's activity timeline and in the global call log.
From the call log page:
- Click New Call Log (top right).
- Search for and select the lead.
- Fill in direction, duration, and notes.
- Click Save.
Editing or Deleting a Callโ
Click the edit or delete icon on any call log entry. Editing allows you to correct the notes or duration.
Using Call Log Dataโ
- Call history appears in the lead activity timeline for full context
- The Reports โ Response Time report uses call log data to measure response performance
- Filter the call log to review your team's call activity for a date range