Call History - Salesperson/Call History - Type

Use the Call History - Salesperson and Call History - Type screens to access and view previous call histories. To access the Call History - Salesperson screen, click the View Detail icon next to Last 5 Calls on the Sales Support Portal screen.

Sorting options on the Call History - Salesperson/Call History - Type screens are:

Sort by
Field	Description
Date	Sort the search results by date.
Salesperson	Sort the search results by salesperson.
Category	Sort the search results by category.
Customer	Sort the search results by customer.

Search fields on the Call History - Salesperson/Call History - Type screens are:

Field	Description
Select Salesperson	Search for call history by entering a salesperson.
Select Territory	Search within a specific territory.
Select Category	Search for call history by selecting a call category from the drop down list.
Select Date Range	Narrow down the call history search results by selecting/entering a date range.

Fields that only appear on the Call History - Type screen are:

Field	Description
Select Reason	Search for call history by entering a reason code.
Select Result	Search for call history by entering a result code.

Fields on the Call History - Salesperson/Call History - Type screens are:

Field	Description
Name	The name of the customer contacted.
Date	The date the call was made.
Category	The category of the call.
Salesperson	The salesperson that made the call.
Type	The type of call.
Reason	The reason for the call.
Results	The result of the call.

Click the Need to enter a call? Click here to add link to enter a call.

Click the Need to enter a note? Click here to add link to enter a note.

Click the Need to schedule a call? Click here to add link to schedule a call.

Click Back to close the Call History - Salesperson/Call History - Type screens and return to the previous screen.