Log an Inbound Call as a Completed Call
under review
H
Hayden Billick
There should be an option to log inbound calls and have them count as a call completed with call notes.
J
Jackson Rodriguez
This has been something native to nearly every CRM. The click to call is nice, but we work from our cells and don't always use the click to call feature. Please prioritize this feature as it's been highly requested since launch.
Drew Adler
Merged in a post:
Ability to log outbound / inbound calls.
J
Jackson Rodriguez
Coming from dealersocket, it was nice to be able to log a call in the CRM even if it wasn't a call made by the CRM. Sometimes I'm delivering cars and need to work from my mobile, click to call doesn't always work or record, so being able to hand dial a number and log a call would be amazing. IMO !!!
Shelby Parker
Great to hear your perspective, Jackson Rodriguez! I have a few more questions for you:
- How frequently do you find yourself needing to log calls that are not made through the CRM?
- What specific information would you like to include when logging a call manually?
- Are there any particular challenges you face when trying to log calls from your mobile device?
J
Jackson Rodriguez
Shelby Parker At least twice a day. Would be nice to have a result like inbound / outbound. Did you speak with the customer? Did you leave a voicemail? Did you not leave a voicemail? Bad number? So, I'd log "outbound, Spoke with Customer" and hopefully it would allow us to make call notes. I'd like to be able to type in the call notes without having to end the call. It's nice to type as I go, and the click to call only logs a call if it's longer than 30 seconds. Been pretty inconsistent IMO
R
Rebecca Boczkowski
Include functionality/integration with Call Revu platform so that when an outbound call is completed by the assigned user, the task is also marked complete. Call Revu's upgraded package does not a require a user to use click to call to record outbound phone calls. My understanding is that current functionality does not mark the task complete after the call is added to the profile.
Drew Adler
under review
We will be performing a feasibility study on this feature in Q1/Q2 2025!
Drew Adler
Merged in a post:
Log Call Without Making New One.
M
Monica Lake
Sometimes a customer calls inbound and they already have an account, at this point it only allows us to log it if you start a new call.
Shelby Parker
Great to hear your perspective, Monica Lake! I have a few more questions for you:
- What specific information or details do you need to log when a call is received from an existing account?
- How frequently do you encounter this issue of needing to log a call without starting a new one?
- Are there any specific scenarios or examples where logging a call without starting a new one would be particularly beneficial?
M
Monica Lake
Shelby Parker
- If the call was inbound/outbound
& notes about the call
2.I encounter this everyday, all day where a customer makes a call and I have to recall them to log it
- It prevents us from making extra unnecessary calls to clients as well as helping us document and keep track of things a little better
K
Kendra Ali
I agree! I receive a lot if incoming calls, but when someone else looks at the customer card it appears as if I made an outbound call to the customer without recording it because there is not option to select "incoming call"
Jonathan Schultz
Merged in a post:
Log Inbound Call
A
Adam Wright
When you go to log a call, we would like there to be a drop down to choose Outbound or Inbound, and then a free form box to type notes.
A
Adam Miller
This is a pretty basic function with a lot of votes - Please give this issue some love!
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