How to Add and Manage Call Logs in Recruit CRM | Recruit CRM

What this feature does and when to use it?

Call logs in Recruit CRM help you record and manage phone conversations directly against candidate, contact, or company records. They create a searchable and organized history of call activity, making it easier to track conversations, review outcomes, and collaborate with your team.

Each call log can include:

• Notes summarizing the conversation
• Call start time and duration
• Collaborators who participated in the call
• An associated record
• A contact number
• A customizable call type to match your workflow

This feature is especially useful when you want to:

• Record important candidate or contact conversations
• Build a searchable call history on records
• Categorize calls and track outcomes over time
• Add and manage call logs while working on mobile devices

Before you begin:

Please note:

Make sure you can access the relevant candidate, contact, or company record where you want to add a call log.
Be aware that the call outcome field is a default, non-editable field in Recruit CRM.
On mobile, ensure you have the Recruit CRM app installed and can access the floater button on the bottom right of the screen.

How to Add a Call Log 📞

Method 1: Add a call log from a candidate or contact profile

Open the relevant record, such as a candidate or contact profile.
Select the specific record you want to work with.
Click the call log icon on the profile to start adding a new call log.
Fill in the call log details in the form that appears.
In the Related to field, confirm or add the company if needed. This can be done when adding call logs from a candidate, contact, or company profile.
If needed, specify or update the contact number. The contact number field is optional when adding call logs. On the contact number field, either select a number from existing standard or custom fields or manually enter a new number.
Once all details are added, click the green Submit button to save the call log.
Use the call notes section to capture key highlights of the conversation so that you and your team can get value from the call history.

Method 2: Add a call log using the Global Add plus button:

Click the Global Add plus button on the top right of the screen.
In the menu that appears, click the Call Log option.
A call log form will open on the right side of the screen.
Fill in all required and relevant details, including the Related to field, which you must complete manually in this method.
Click Submit to save the call log.

Note: When you add a call log from a record profile, the Related to field is auto-filled. When you add a call log via the Global Add plus button, you must fill the Related to field yourself.

Customizing call type

You can add customized call types to tag a call with a specific type so you and your team can easily identify or categorize calls.
Use the option to customize call types if you want more granular tracking (for example, different call purposes or stages).

Click here to learn how to customize the call type

How to Access the Call Logs? 🎯

Open the details view of a candidate or any record.
Navigate to the Notes and Calls tab to access the call logs associated with that record.
To broaden your view of the activity section, click the expand icon at the top right of the activity area.
Use the search box within the expanded activity section to find specific call logs quickly. Apply filters to refine your view and manage your call logs efficiently.

On each call log, check the bottom right of the activity card to see the date and time of the call. This is the date you selected when adding the call log. To see when the call log was actually added to the system, hover over the clock icon on the bottom left of the activity card.

How to Add Call Logs on the Mobile App? 📲

Open the profile of the specific entity (such as a candidate, contact, or company) in the mobile app.
Tap the floater button located at the bottom right corner of the page.
Select the option to add a call log.
Fill in the call log details, including related record information and call notes.
Save the call log to record the call in the system.

How to delete call logs?

Please note: System generated call logs associated with phone calling credits cannot be deleted by any user. This restriction helps maintain accurate Phone Calling credit usage and prevents discrepancies in credit reporting.

Manually created call logs can still be deleted by users such as Account Owners, Admins, and users on custom roles with the appropriate permissions to delete call logs.

To delete manually added call logs, click on the 3 dots icon on the call log and select the 'Delete' option.

Click on 'Yes' in the delete call log pop-up.

FAQs

Is the call outcome field editable?

No. The call outcome field is not editable. It is a default field designed to track the results of calls made within Recruit CRM, such as whether the call was successful or unsuccessful.

Conclusion

By following these steps, you can accurately add, review, and manage call logs in Recruit CRM, ensuring every call attempt and conversation is captured for your team.