How to log a call in interactions section

Agents can log a call in the candidate profile. To learn more about this, follow the steps below:

1. Select the candidate profile from the Candidate section.

2. Click on the Interactions  option in the blue panel.

Open

1. Click on the Call icon at the bottom of the middle panel.

2. You will see an Add call window with the following fields -Call Direction, Phone number, Call status, Call type, Outcome, Note.

Open

1. From the drop down for Call direction (Inbound, outbound)  select the required value.

2. Enter the phone number in the text area displayed for Phone number header.

3. From the drop down for Call status (Completed, Busy, No answer) select the required value.

4. From the drop down for Call type (Business development, Follow up, In, Qualifying call) select the required value.

5. From the drop down for Outcome (Appointment set, Rejected, Voicemail left) select the required value.

6. Enter the notes in the text area displayed for the Notes header.

7. Click on the Submit button to save the call log.

8. Click on the Cancel button to discard it from saving.

Note: Admins can set up call types required by your organisation in System Settings >> Call type and Call outcomes. Agents can also create phone call reports from Dashboard/Phone calls widget.