Managing calls
Use the Actions menu on a call to download it, reassign it, save it to the Library, or push it to your CRM.
Who can use it: Reassign Call and Library are for Owners, Admins, and Managers. Download call is available to anyone who can open the call.
Reassign a call
- Open the call.
- Click Actions, then Reassign Call. If the call has no agent, the item reads Assign Agent.
- Pick the team member and confirm.
Download a call
- Open the call.
- Click Actions, then Download call.
Save a call to the Library
- Open the call and click Actions, then Library.
- In Save Call To Library, enter a Name and Description.
- Pick a Folder, or leave it as None.
- Save.
See Call library.
Sync a call to your CRM
Sync to CRM appears in the Actions menu when the call has not synced and you have a connected CRM. If you have only Salesforce connected, the item reads Sync to Salesforce.
To set up automatic syncing, see Integrations.
Fix a contact name
Click the contact or caller name at the top of the call to edit it.
Report a problem with a call
Click Actions, then Report an issue to flag a problem with the call.