Calls

The Calls tab provides a complete log of all phone interactions with your client, including both outgoing and incoming calls. This allows you to review call details and quickly initiate new calls directly from the CRM.

This section is relevant only if you have integrated AirCall with your CRM. For more details, refer to this section: Back Office Portal - Call Settings

1. View Call Records

Call Order

• Calls are sorted in reverse chronological order (latest first) and grouped by month.

• Each call record shows:

  • AirCall number

  • Lead’s phone number

  • Call duration

  • Date and time of the call

Expand or Collapse

• Calls are collapsed by default to keep the view clean.

• Click an individual call record to expand and view details.

• To expand or collapse all notes at once, use the “Expand All” or “Collapse All” options in the dropdown menu

2. Calling Leads

To initiate a call with your lead, simply click on the "Call" icon in the Lead Overview Panel. For more information, please refer to this section: Back Office Portal - Call Settings