Call Type Customization

This article will guide you on how to customize the call type in Recruit CRM.

Sharanya avatar
Written by Sharanya
Updated over a week ago

Recruit CRM allows you to make your work life easier by creating custom call types that suit your unique needs. By adding a personalized call type, you and your team can easily tag and organize calls, making it simpler to identify and categorize calls according to your preferences.

Important Note: Only users with access to the admin panel on the Business plan or Account owners and users with the "Admin" role on the Pro plan can perform this action.

Here's how you can 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 on Add New Status and a name (up to 50 characters) for your call type.

4. You can make it your default call type by checking the box next to it.

5. Hit the "Save Status" button.

Please Note- Recruit CRM has recently increased the maximum number of available call types from 15 to 30. This update 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.

Hope this helps!

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