Call Log: Filter by Call Source, Call Salesperson, Incoming #, & so on | Voters

Call Log: Filter by Call Source, Call Salesperson, Incoming #, & so on

Ben Ballard

Those at the very least should be standard filtered options. Especially since we can't auto-source calls in Drive the way internet leads are, based on the Call Source. 
At the very least we should be able to filter by the "Call Source", as well as the "Call Salesperson" (NOT Mixing in "SALES 1").
Currently, we have an Incoming Call Log in which we can't:
-Filter to see how many calls we got from a particular Call Source.
-Filter to see just the calls of the person who actually took the call, not who it was assigned to.
-Filter by Incoming # or Quick Search to find that entity. 
The data is sent over in the API for a reason. We need to be able to filter by those parameters.

Shelby Parker

Thanks for flagging this, Ben Ballard — totally hear you on how limiting that is in the Call Log, especially if you can’t auto-source calls the way internet leads are. I’ve shared this with the team for review (filtering by Call Source, Call Salesperson without mixing in “SALES 1,” and being able to search/filter by Incoming #), and we’ll follow up if we need any additional examples or context to make sure we’re addressing the right workflow.