The Calls section contains the history of incoming and outgoing calls performed by Creatio users. Records are automatically added to the section every time you receive or make a call using the communication panel. Use the section tools to view detailed information about each call, as well as to build charts and generate analytical reports.
Attention!
By default, the section is not displayed on the side panel but can be added to the workplace. You can find more detailed information about the workplace settings in a separate chapter.
Setting up integration with telephony
To be able to receive and make calls in Creatio, you need to set up integration with telephony. Read more >>>
Views
The section has several views:
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– call list. It displays calls as a list of records. All list columns are described below in the context of the call page. -
– call analytics. It displays charts, indicators and ratings that can be used to analyze calls.
Toolbar
All calls are registered automatically in Creatio, that is why the possibility to add calls manually is not available in the section. Here you can view the information about a call, update it or delete the call.
Also, you can play back a recorded call for the external calls.
[Play] – click to play back a recorded call.
[Stop] – click to stop playing back a recorded call. By default, playback stops automatically when the record is over.
Note
The playback of calls is available in Creatio for integration with Webitel and Oktell.
Next
The [Attachments and notes] tab
See also
