Under filters, you can search a prospect by name or number, filter by list, by rep, call type, connected/not connected, disposition, and coaching notes. With the call details panel open, you will look in the upper right corner to copy the link for the recording, download the record, and open the recording in a new tab in your web browserįilters in call history enable you to get detailed information quickly without having to comb through every single call.I need to share a copy of a recording, where do I find it? In the call details panel, you can not only see your prospect's information along with any notes but also the list they are associated with and the call from used to contact them. Once selected, a window will appear from the right side of your dashboard. You will look for the call details icon to the left of the Rep name on the Call History page. How can I get detailed information about a call I've made? Filters allow you to get specific about the information you are looking for. Here you can see who made the call, the name of the prospect dialed along with their job title and the account associated, the dispositions logged with each call, your coaching notes and personal notes. Use Filters to search a prospect by name or number, filter by list, by rep, call type, connected/not connected, disposition, and coaching notes.Ĭall History allows users and admins to track their calls in Orum.
Get detailed information on the outcome of each call.View prospect information, log dispositions for previous calls, and review notes.Call History is a feature that allows users and admins to review the history of all the calls placed in Orum.
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