Call History

How to use this page

1. 1

   Select a client and review calls

   Choose the client, then use Outbound Calls or Inbound Calls. The total calls figure beside the heading reports the current list total. In Find and scope, search by contact, title, company, domain, or phone, and narrow by Campaign, Caller, or Call result. Imported legacy calls without a stored duration remain in the default history.

2. 2

   Use a quick view

   Choose Latest calls, Connected calls, Warm leads, Meetings set, or Listen to calls to focus the list on a common review view. The call count, meeting count, recording count, and talk-time summary update with the selected view and filters. The selected quick view also carries into Download ZIP, so an export from Warm leads or another quick view stays scoped to that view.

3. 3

   Open a linked call from Contact Detail

   In a contact's Activity timeline, select Open call record on a call. Call History opens the matching call for the same selected client and expands its row, including the available details, recording, and summary.

4. 4

   Tailor the table columns

   Select Columns to show or hide supported fields and change their order. Available fields include contact, company, person and company location, industry, department, management level, Disposition Umbrella, Connected, and Meeting Booked. The selected client keeps the column preference for future visits.

5. 5

   Filter the call result and contact properties

   Select More filters to open Call and contact property filters. Under Call Result, choose one or more values with Is any of, then use Clear call result to remove that rule. Add property remains a separate builder for contact and company fields such as title, company, department, industry, or location. Select Apply filters when the rules are ready.

6. 6

   Correct a disposition

   Use the Result dropdown directly in a row to correct its disposition. The table, filters, summaries, sorting, and export update optimistically, and an error reverts the change.

7. 7

   Choose export contents and download

   Select Export call history to open Export contents. Choose any combination of Call history, Recordings, and Transcripts, then select Download ZIP. The selected quick view plus active call-result, call-level, and contact-property filters are included. A Call history CSV also includes Result, Disposition Umbrella, Connected, and Meeting Booked.

What the buttons do

Open call record

Contact Detail activity link that opens and expands the matching Call History record.

Columns

Opens the saved column picker for showing, hiding, and ordering Call History fields.

More filters

Opens separate Call Result and contact-property filter controls.

Clear call result

Removes the Call Result property rule without changing contact-property rules.

Add property

Adds a contact or company property rule to the filter builder.

Apply filters

Applies the selected call-result and contact-property rules.

Export call history

Opens the export contents chooser for the selected quick view and active call list.

Download ZIP

Downloads the selected combination of call history, recordings, and transcripts for the selected quick view and active filters.

Common questions