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.
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.