Inbound Phone Calls Report

The Inbound Phone Calls report gives a breakdown of calls by date range and phone number, helping you review calls for lead source verification, call handling and staff training.

To find the Inbound Phone Calls report, select Reports. Click the All Reports tab, then Phone, and then click Inbound Phone Calls.

When you open the report, you can see a full list of recorded phone calls, along with information such as the Source and you can also listen to the recording here.

From here you can filter sort by a specific criteria by clicking a column heading. You may also filter down based on any keyword by typing in the filter box. Clicking the Excel button will export the list into a spreadsheet.

To learn how to associate a recorded call with a lead already in your system, review the Associate Call Recordings With Existing Leads article.