Call Log

What Is Call Log? 
 Call Log displays the call history for a specific lead, allowing Realtors to track and review past calls made or received in relation to that lead, directly from within the CRM. 
 
 Access Call Log 
 
 Click your profile icon. 
 Select CRM . 
 From the Leads list, click on a lead's name (e.g., Nisha ) to open the lead's detail view. 
 On the lead detail page, select the Timeline tab. 
 Under Timeline, select Call Log from the sub-tab list. 
 
 The Call Log view will be displayed for the selected lead. 
 From this page, you can view: 
 
 All logged calls related to the lead (inbound and outbound) 
 
 
 Note: If no calls have been logged for the lead, the page displays No Call History with the message "No results found related to Call history." 
 
 
 Related Timeline Sub-Tabs 
 The Timeline tab also includes the following views for the same lead: 
 
 ALL – combined activity across all types 
 SMS – text message history 
 Email – email correspondence history 
 Notes – manually added notes 
 Call Log – call history 
 WEB Activity – website browsing/engagement activity 
 
 
 Conclusion 
 You have successfully learned how to view a lead's Call Log in AgentRoof CRM.