Phone Call is a type of activity where phone calls or teleconferences with leads, companies, and contacts are recorded. Each call is tracked by being associated with the relevant business process.

Phone calls can be associated with sales, case, and campaign records. If needed, a sale or case can be created from a phone call record. Notes and files related to the call are kept on the record.

Incoming / Outgoing Call Logic

In phone call records, the direction of the call is determined as Incoming or Outgoing. Depending on this selection, the behavior of the From and To fields changes.

• Incoming calls
• From: Lead, Company, or Contact can be selected
• To: Only user can be selected
• Outgoing calls
• From: Only user can be selected
• To: Lead, Company, or Contact can be selected

Depending on the selected direction, the phone information of the record selected in the From or To field is automatically assigned to the call record by the system. This information can be changed manually if needed.

Cloning and Status Management

An existing phone call record can be duplicated with the Clone action. The start and end time of the cloned record is automatically assigned according to the transaction date and time. When cloning an active call, the existing record can also be closed.

When creating phone calls, the Save as Completed option allows saving directly in completed status. The call status can also be quickly updated with the Completed button on the record detail screen. During these operations, satisfaction or outcome evaluation regarding the call can be performed.