Prospects⦁Reports

Phone Call Report

The |Phone Call Report| provides a report of all calls made by any user to the currently active prospects on the selected spreadsheet/page. This report also provides an interactive report showing the 'Total Number of Calls', 'Number of Calls Connected', 'Rated Calls' (great, good, bad and unrated), and 'Other' (left message, no answer, status not set). Using either the bar graph, or contact icon, you may select any of the call types to instantly bring up that list of prospects. To view a call report, follow the directions below.
  1. From the |Navigation Bar| select |Prospects|.
  2. Select |Reports|.
  3. Within the |Phone Call Report| section, select |View Reports|.
Phone Book Report - OA Mobile
  1. A: Select the |Phone Call Report| drop down arrow to select other report types such as |Live Status Report| and |User Activity Report|.
  2. B: Use the drop down arrow to select and view a |Phone Call Report| on alternate spreadsheets. The spreadsheet owner is displayed to the left of the drop down menu.
  3. C: Use the |All Pages| button to filter the |Phone Call Report| by selecting specific spreadsheet pages.
  4. D: Used to select a specific time frame for the |Phone Call Report|.
  5. E: Used to select the |Phone Call Report| month and year.
  6. F: Use these icons to interactively call up the prospects associated with the numerical values.
  7. G: Use the bar to interactively call up the prospects associated with the bar graph.
The |Phone Call Report| provides a report of all calls made by any user to the currently active prospects on the selected spreadsheet/page. This report also provides an interactive report showing the 'Total Number of Calls', 'Number of Calls Connected', 'Rated Calls' (great, good, bad and unrated), and 'Other' (left message, no answer, status not set). Using either the bar graph, or contact icon, you may select any of the call types to instantly bring up that list of prospects. To view a call report, follow the directions below.
  1. From the |Navigation Bar| select |Prospects|.
  2. Select |Reports|.
  3. Within the |Phone Call Report| section, select |View Reports|.
Phone Book Report - OA Mobile
  1. A: Select the |Phone Call Report| drop down arrow to select other report types such as |Live Status Report| and |User Activity Report|.
  2. B: Use the drop down arrow to select and view a |Phone Call Report| on alternate spreadsheets. The spreadsheet owner is displayed to the left of the drop down menu.
  3. C: Use the |All Pages| button to filter the |Phone Call Report| by selecting specific spreadsheet pages.
  4. D: Used to select a specific time frame for the |Phone Call Report|.
  5. E: Used to select the |Phone Call Report| month and year.
  6. F: Use these icons to interactively call up the prospects associated with the numerical values and/or bar graph.
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