This FAQ will discuss how to check the agent’s call history.
Click on the Folder Icon found in the upper left side of the agent interface, this will open the CRM window.
Click on the Call History tab to see the list of leads you have called in the past.
To search for a lead within the call history tab, type the lead’s phone number, name or lead id in the Search field and press enter, the Search result will show below the search field.
NOTES:
- You can use first name, last name, lead id and phone number in searching for leads.
- The same lead may appear multiple times since Call History show entries per call made. You may compare lead Id’s to check if it’s the same lead.
In this example, we’ll search for the phone number 8184363615. Notice that the lead ID is the same. It shows two results since the same lead was called twice.
Click on the Lead that you would like to modify or update, this will open the Lead info sheet. You may work on the lead once you have the info sheet opened. Click apply changes when you are done with your changes.
