Adding Call logs

This article will help you understand how you can add call logs in Recruit CRM.

Sean Mallapurkar avatar
Written by Sean Mallapurkar
Updated over a week ago

Adding a call log helps you to keep track of the number of times you tried to reach a person via phone call.

Adding call logs

Method 1: From candidate/contact profile :

1. Open any record.

2. Click on the call log icon to add a call log.

3. Add details & click on the green 'Submit' to save.

Method 2: By clicking on the green 'Plus' button

Click on the green plus button on the top-right of the screen. Then click on the Call log, and a form will appear on the right of the screen. On filing the details, click on 'Submit' and the call log will be added.

While adding through this method, you'll have to fill the 'Related to' field yourself whereas, in the previous method it is auto-filled.

Also, make sure that you use the Call Notes to write down the highlights of the conversation to make the most of the feature.

Note: By default, all administrators and account owners can access and delete call logs. On the other hand, team members can only delete call records for which they are the designated owner.

Customizing the call type!

You can also add customized call types to tag a call with a specific "Type" to make it easier for you and your team to identify/categorize them.

Accessing the call logs 📞

1. Navigate to the "Notes & Calls" tab, and easily access the call logs you've added. For a closer look at each log, simply click on the arrow positioned at the top-left corner. This will expand the call log, providing a detailed view for easy reference and management.

2. To broaden your view of the entire Activity section, click on the expand icon located at the top right. From there, you can efficiently search for the call logs you've added.

Additionally, you have the flexibility to apply filters, allowing you to refine your search and efficiently manage your call logs.

In case you have any questions or concerns related to adding call logs or customizing the call type, please use the chatbot on the bottom right to get in touch with us and we'd be happy to help you!

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