Call Log Report

The call log report produces a detailed list of note records that an Individual sales rep or a sales team has completed within a specific period of time. If you use this report, your reps should schedule calls by creating notes.

  1. Go to CRM > Reports in the main navigation

  2. Click Sales

  3. Click Call Log Report
  4. You can filter the report by:
    1. Main Search is the title of the Note
    2. Call types. These are also referred to as “Action Type” in the search results. Call types are configured under CRM > Settings > Tasks/Notes/Appointments.

    3. Completion date range
    4. On the Misc Criteria tab, you can filter by a specific user or a team of users

  5. The results displays links to the note records. This allows you to view the custom notes the sales rep entered when completing the note.


Was this article helpful?
Thank you for your feedback!