Overview
The Call History Panel provides a centralized log of all your recent call activity directly within the SalesExec interface. It allows you to review details of past calls, filter by type, search for specific interactions, and quickly call back or open leads associated with those calls, provided you have the correct permissions.
Key Functionalities
Centralized Call Log: View all your call activity (inbound, outbound, transferred, missed) in one place with the newest entries at the top.
Advanced Filtering: Filter the history by call type: All, Inbound, Outbound, Transfer, or Missed.
Quick Search: Find calls by entering a lead's name in the search box.
Direct Lead Access: Call back or open a lead's record directly from a call entry if the lead is assigned to you.
Detailed Call Designations: Understand the context of each call with specific labels (e.g., "Voicemail Drop," "Transferred to Me - Missed").
How to Use the Call History Panel
Step 1: Access the Panel
Locate and click the Call History panel in the upper left-hand corner of your screen.
Step 2: Filter Your View
Use the filter dropdown at the top of the panel to view specific types of calls:
All: Every call.
Inbound: Only calls that came in to you.
Outbound: Only calls you made.
Transfer: Only calls that involved a transfer.
Missed: Only inbound calls you did not answer.
Voicemail: All voice mails left in your inbox due to missed calls.
Step 3: Search for a Specific Call
Enter a lead's name in the Search by Name... box within the panel to find all related call entries.
Step 4: Interact with a Lead from History
Hover your mouse over a call entry in the list.
Click the three dots that will appear below the timestamp—if the lead is assigned to you, options to Call or Open the lead will appear.
If you see Access Denied, the lead is assigned to another user, and you cannot interact with it from this panel.
Understanding Call Entry Types
The panel uses specific designations to indicate what happened during a call.
Outbound Originated Calls
Outbound: A standard call you made.
Outbound - Voicemail Drop: An outbound call where you left a pre-recorded voicemail.
Outbound Transferred: An outbound call you transferred to another user or call flow.
Inbound Originated Calls
Inbound Accepted: An inbound call you answered.
Inbound - Transferred: An inbound call you transferred to someone else.
Inbound - Missed: An inbound call you didn't answer.
Inbound - Declined: An inbound call you actively declined.
Inbound Callback - Accepted/Transferred/Missed/Declined: A call back from a lead you dialed first, with the corresponding action taken.
Transfers Between Users
Transferred to Me - Accepted/Missed/Declined: A call another user transferred to you, with the corresponding result.
Best Practices
Review missed calls daily: Check the Missed filter regularly as a priority to ensure no opportunities are lost.
Use search for quick follow-up: Before calling a lead back, search their name in the history to review the context of your last interaction.
Filter for performance review: Use the Outbound and Inbound filters to self-audit your call volume and patterns.
Understand the designations: Familiarize yourself with the call type labels to quickly assess your activity without opening each record.
Troubleshooting
Call History panel is not visible
Ensure you are logged in and that your user role has permissions to access call history.
Refresh the page; the panel may be minimized or require a page reload."Access Denied" appears on all call entries
This is expected if none of the leads associated with the calls are assigned to you. You can view the history but not interact with the leads.Expected call does not appear in history
Check your filter setting—you may be viewing only one call type (e.g., Outbound) and the call was Inbound.
Calls may take a moment to sync and appear. Wait a few minutes and refresh SalesExec, then reopen the panel.Cannot filter or search within the panel
Ensure the panel is fully loaded. Try closing and reopening it.
Clear the search box if you have text entered, as this may limit the results of the filter dropdown.