Contacts - Instructions for Manual Call Logging

See how to manually log calls made to your Leads, ideal for cases where you do not use a VoIP integrated with our platform — such as calls made via WhatsApp, landline, or other VoIPs without integration.

Important

💡 Detailed call data is shown only for customers who have the VoIP module contracted and integrated with the platform.

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Access the feature Leads

You can access it in two ways:

• By the Menu → Contacts → Leads

• Or through the Find Services, by typing Leads.

How to manually log a call

Inside the desired Lead:

1. Access the Lead's history or timeline.

2. Click the option to Log Call.

3. Fill in the available information about the contact made:

   • Outgoing Number

   • Dialed Number

   • Call status

   • Description (notes about the conversation)

4. Save the record.

No manual log, only the following information is available:

• Outgoing Number

• Dialed Number

• Status

• Description

Detailed features such as duration, recordings, transcriptions, and other advanced information depend on using integrated VoIP.

Conclusion

Using this function ensures that all communication history with your Leads is centralized on the platform, even when calls are made through external channels. This way, you maintain control of the relationship and make it easier for the team to follow up on interactions.