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The Calls page lists every call we transferred to you. Its summary reads like “286 calls · 212 billable · This week”. If you’ve set filters, it reads like “All time · 41 of 286 calls · filtered”.
A call appears here within minutes of ending. Its outcome and notes usually follow within the hour.

Scorecard

Above the table is the scorecard. Its first two cells follow the period you’ve picked as a group: what was enrolled from these calls and what it was worth. That means a call from last week that closes today still counts towards last week.

The calls table

A divider row marks each new day, with that day’s totals, for example “4 of 9 calls, 3 billable”.

The billable coin

Each row has a small coin that shows the billing verdict:
  • Solid: billable.
  • Outlined: not billable.
  • Dashed: verdict pending.
See Billing for how verdicts are reached and how to query one.

Working through the list

Flag for my team marks a call that someone should look at. Flags can be seen only by people in your organisation, and you can filter on them.

Calls your team made

If your team calls leads from Desk, those calls show as “You called · {rep}”. They have no billing fields, because we don’t charge for them.

Next

The call page

The recording, the summary, coaching and the full record.

Filters

Narrow the list by outcome, talk time, billable and more.