Community
Showing results for 
Search instead for 
Do you mean 
Reply

Using the dashboard to veiw call history

New Member
Posts: 2
Country: USA

Using the dashboard to veiw call history

Is there a way to see call history on the dashboard?  I can see call "activity" but these go to history so quickly that I can't get any meaningfull information on how much call volume has been generated by a various sales people in a given week, month, year, etc.

 

Thanks for any ideas on how best to track call activity and other types of customer contact activity from a managment perspective.

 

 

Copper Super Contributor
Posts: 206
Country: USA

Re: Using the dashboard to veiw call history

Great question!

The best that I could come up with is to use the filter button on the activities section of the dashboard. You can choose to show cleared and a date range. Of course that will still include items that have not been cleared in the total.

Brad Marquardt
realtimeACT, Inc
Colorado, USA
Platinum Elite Contributor
Posts: 14,384
Country: Australia