Call Type Customization

Recruit CRM allows you to customize call types to better match your team's workflows and communication processes. By creating personalized call type statuses, you can tag, organize, and categorize calls more effectively, making it easier to track different types of conversations, improve reporting, and streamline follow-up activities.

Use this feature when:

• You want to create call types that reflect your team's specific workflows.

• You need a clearer way to categorize and organize calls.

• You want to improve call tracking, reporting, and follow-up processes.

📌 Important: Call type customization can only be performed by users with access to the Admin Settings. On the Pro Plan, this includes the Account Owner and users with the Admin role. On the Business Plan and above, access can also be granted to custom roles.

Follow along to add custom tags for your call types:
​

1. Go to Admin Settings > Click on Call Type Customization under CRM Process Customization.

2. Click on the "Customize" button.

3. Click Add New Status. In the blank box that appears at the bottom of the list, enter the name of your new call type (up to 50 characters).

4. You can make it your default call type by checking the box next to it. You can click and drag the '=' icon beside the Note type to reorder them.

5. Click on the "Save Status" button.

Please Note - Recruit CRM allows you to have up to 30 Call Types. This offers more flexibility and options to efficiently organize and manage your communication, allowing for better categorization and streamlining of your workflow.

​Additionally, on the Business plan, you can grant access to the "Call Type Customization" option to your team members on custom roles as well. Here's how you can do this:

1. Go to your User Management settings in the admin settings.
​

2. Go to the "Roles & Permissions" section and click on the pencil icon next to the role you want to grant access to.

3. Now, scroll down and turn ON the toggle for "Call Type Customization" and hit the "Save Role" button.

Call type customization in Recruit CRM helps you better organize and categorize your calls so your team can work more efficiently. If you need further assistance with permissions or setup, contact your account admin or reach out to Recruit CRM support.