The Calls tab helps you track and manage your call activity directly from your mobile device, giving you immediate insight into your engagement history.
If this tab layout looks a little familiar, it's because it was designed in a very similar fashion and function as The Calls Page in the Salesloft platform.
In this article, you will learn how to view and review your recent calls using the Salesloft Mobile app. This article includes:
Before using the Calls tab in the Salesloft Mobile app, ensure:
- The Salesloft Mobile app is updated to the latest version.
- Your calls are completed using the Salesloft Dialer (either through the desktop platform or Mobile app), as only these calls will appear in the Recent Calls list.
- You understand call logging behavior: Some calls may require manual logging, while others may already be logged and viewable only.
- Logged information is ‘View Only’. You may not edit a call's logged details after the call has been initially logged.
The Calls tab contains the Call History list. To view the Call History, select the Calls tab in Salesloft Mobile. You will land on the Keypad. Select Call History.
As the name suggests, the list shows any recent calls that have been made with the Salesloft Dialer. This includes calls from the in-app Dialer and calls made using Salesloft Mobile.
The Call History list contains the following details:
Contact Information
The first column will show one of the following options:
- Person's Profile Information: The name of the Person from their Salesloft profile and their associated Account name. If you click the Person's name or anywhere on the row with their name, you will be taken to their Person Profile view in the Mobile app.
- Phone Number: The number will appear if the phone number has not been linked to a Person in Salesloft.
- Date: The day of the week that the call was made. Calls made prior to the last seven days will also include the date of the call in addition to the day of the week.
- Call Details Log Options
Call Details Log Options
On the far right side of the Recent Calls list, you will see one of the following log icons that will open your call details:
When you select the log icon, the app will open the Call Details page. The details will differ based on whether the phone number has been linked to a Person in Salesloft or not.
If the number has not been linked to a Person, the Call Details page will show the following:
When a number is linked to a Person, the Call Details page will show the following:
- Person details including Name and Account Name
- From: The number that placed the call. If this was an outgoing call, your assigned Salesloft number will appear.
- To: The number that was dialed.
- Log notes box
- Disposition
- Sentiment
View Previously Logged Call Information
Previously logged calls let you quickly review what took place the last time you spoke with a Person. Which is why you have the ability to view that information within the Recent Calls list.
Things to Note: Logged information is view only. You may not edit a call's logged details after the call has been initially logged.
To view a previously logged call, follow these steps:
- In the Salesloft Mobile app, go to the Calls tab. Select the Call History.
- Find the call that you previously logged. The log will be notated by the information "i" icon on the right side.
- Select the logged call icon. The call details will appear. You will see a gray Call Logged button at the bottom of the details, informing you that the call has been previously logged and may not be edited.
Now that you can track your recent calls, why not:
