Summary

This article shows you how to turn on the Call feature, add phone numbers staff can call from, and add call types.

Steps

1. Go to Left-hand Navigation: Admin » Call Logs.
2. Find Use Call Feature under System-Wide Settings.
3. Switch it to Yes/On.

   

4. Add a Phone Number staff can call customers from. Staff pick these numbers when they make a call log. Use your main facility number, and add as many other numbers as you want. For example, a manager may add their own number if they call customers. This lets your business track which number reached the customer.

   

5. Add a Call Type to manage the types of calls staff can record. This is optional.

   

Related Articles

• Call Logs Topic Outline
• Create Call Logs How-To
• View Call Logs from Owner Profiles How-To