Calls

Call Activity Event Card: A Complete Overview

Create Call Activity Event Cards

• Easily create a new event card for every call activity.

• Log details such as the date, time, purpose, and outcomes of the call.

• Assign the call activity to specific team members for better accountability.

2. Calls Section Tab

• Dive deeper into the communication history by exploring the Calls Section Tab.

• Access and review emails created or linked to the call activity.

• Ensure every email related to a call is stored in one centralized location for easy reference.

Manage Calls

3. Staff Action Monitoring

• Gain visibility into the actions taken by your team members.

• Track follow-up tasks, responses, and updates on each call activity.

• Use this insight to measure performance, identify bottlenecks, and provide targeted coaching to improve outcomes.

1. Real-Time Updates and Notifications

• Stay informed about meeting status or changes with automatic notifications.

• Ensure all participants are on the same page with updates shared instantly.

This seamless integration of calls, emails, and staff actions ensures that your team remains productive, communication stays transparent, and important activities are never overlooked.

Would you like to explore this feature in more detail or see how it works in a live environment? Let us know!