Calls

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.

Calls track client interactions and follow-up actions. Every call can have action items to ensure nothing falls through the cracks.

Screenshot

Viewing Calls

1. Go to Sales > Calls
2. See all logged calls with client, date, type, and status
3. Filter by call type or date range
4. Click a call to view details and action items

Screenshots Pending

Screenshots for this page will be added once the Production app pages are restored. The app is currently undergoing a codebase optimization.

Logging a Call

1. Go to Sales > Calls and click Log Call, or use the Quick Call action from the dashboard
2. Fill in the details:

Field	Description
Client	Select the client
Call Type	Inbound, Outbound, Meeting, Follow-up
Date & Time	When the call happened
Duration	Call duration
Summary	Brief description of the conversation
Outcome	Result of the call

Adding Action Items

Each call can have follow-up action items:

Field	Description
Action	What needs to be done
Due Date	When it should be completed
Assigned To	Who is responsible
Priority	Low, Medium, High

3. Click Save

Completing Action Items

1. Open the call record
2. Find the action item
3. Click Complete to mark it done
4. Action items show completion status and date

Call Types

Type	Description
Inbound	Client called you
Outbound	You called the client
Meeting	In-person or virtual meeting
Follow-up	Follow-up on a previous interaction

KPI Impact

Logging calls contributes to your sales KPI score. Regular client interactions are tracked as part of activity-based KPIs.

tip

Use action items on every call to create a follow-up trail. This ensures commitments made during calls are tracked and completed.