Tracking Calls and SMS Activity For Team Members

Tracking Calls and SMS Activity For Team Members
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Tracking Calls and SMS Activity For Team Members

1. To check the activity of the team members, click on the Homepage → Dashboard. The numbers of SMS sentCalls made are displayed in the upper part of the dashboard.

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2. To track the activity of other team members using Dashboard:

  • a. Click on the upper right corner of the Communication section of the window.
  • b. Switch from the main user’s dashboard to the team member’s dashboard.
  • c. Check team member’s Homepage → Dashboard to see the SMS Sent and Calls Made.
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3. To track the activity of the team member using Call Logs:

  • a. Click on the left sidebar menu. Go to ACTIVITY. Click Call Logs.
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  • b. To check specific activity, click the filter icon in Call Logs, and tick specific activity, for example, all Outgoing Call only. Click the Filter Leads button.
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Also, filtering the Call Log can be made by date. Select Start Date and End Date. Click Filter Leads.

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