Log an Inbound Call as a Completed Call
complete
H
Hayden Billick
There should be an option to log inbound calls and have them count as a call completed with call notes.
C
Camilo Avila
After testing, we asked our Pod for support on this as one of our sales teams were confused. Focusing just on the part where we are explained how "logging an inbound call" works, we have to make an outbound call to log an inbound call? Is there any way DriveCentric can make this a little more intuitive?
Drew Adler
complete
We are excited to announce that the ability to log a call as 'Inbound' has been released!
E
Emily Knope
Drew Adler the only way (that I've seen) to trigger this option to log an inbound call, is AFTER you've completed an OUTBOUND call
J
Joel Lay
Drew Adler. So, how do you do this, as an incoming call doesn't show up right away in Drive?
Drew Adler
Joel Lay: in your Log Call options you can select 'Inbound'!
J
Joel Lay
Drew Adler how can you access call options on an inbound call?
J
Joel Lay
For example, Lightspeed development called today. Nothing shows up
Drew Adler
Joel Lay: sorry Joel, I am not tracking. We added an option to the Log Call function to Log a Call as 'Inbound'
Drew Adler
in progress
Inbound Call will be a selectable option when logging a call, and will count as a Completed Call.
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
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