Add a filter on the Call Log for Calls without a Deal
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Matt Like
Is there any way we can get a counter that keeps track of how many "Add Customers" are on the Call Log (based on the selected date filter?)
We look at the Call Log as our "Phone Ups" safety net, and with CallRevu's integration, we only have Sales Calls sent to the CRM. So 100% of these calls should get logged (matched to existing or created as new customers). We can't trust our CRM traffic reporting and see how we're performing with Phone Ups if we are "only logging the good ones." We want every call to be logged in CRM and matched to existing customer or added as new. If we had a counter on the Call Log for unmatched/unadded calls, then we could hold the teams accountable to keeping the Call Log clean each day, and ensuring that every customer call gets logged as a deal.
Expert users should have the ability to delete calls from here as well, in the event that a non-sales calls slips through the cracks.
Shawn Goebel
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Matt Like
Shawn Goebel: Thanks! How will I find this information on the Call Log? I'm looking at the Call Log now, but can't seem to find this data
Shawn Goebel
Matt Like: No problem! There's a Filter Called Deals and you choose to filter by No Deal which will show only Customers without an Open Deal! Thank you!
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Matt Like
Thank you! I found it and made a GIF for our teams to use it.
Shawn Goebel
Matt Like Thank you again for the feature request! This has been added to Filters, you'll see a Filter for Deals and you will choose No Deals which will pull all inbound calls without a Deal! Thank you again for the feature request and have a great day!
Shawn Goebel
gathering votes
Shawn Goebel
Matt Like Thank you for the feature request! I am going to move this one to Gathering Feedback to see what other users think about this request! Thank you again and have a great day!
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Matt Like
Shawn Goebel: That's great news thank you! This would be a huge help to our groups efforts to getting every customer logged and keeping our teams consistent and our closing percentages trustworthy