Call History Page

Call History allows users and admins to track their calls in Orum. You can see who made the call, the name of the prospect dialed along with their job title and associated account, the dispositions logged with each call, and any coaching or personal notes. Filters allow you to get specific about the information you are looking for.

Call Details

To get detailed information about a call:

1. Look for the call details icon to the left of the rep's name on the Call History page.
2. Click the icon to open a window from the right side of your dashboard.

In the call details panel, you can see your prospect's information, any notes, the list they are associated with, and the call from number used to contact them.

Call Recordings

In the call details panel, look in the upper right corner to copy the link for the recording, download the recording, or open it in a new tab in your web browser.

Filters

Filters in Call History enable you to get detailed information quickly without having to sift through every single call. You can search a prospect by name or number, filter by list, rep, call type, connected/not connected, disposition, and coaching notes.

Note: The maximum time period for pulling up analytics or call history is capped at 3 months.

Filter by call disposition

On the left-hand side of Call History, you can filter by dispositions. Select "Dispositions" to open the drop-down menu. There are 5 disposition filter categories, grouping each disposition based on their associated call type: Connect, Meeting, Unanswered, Other (e.g. No Disposition), and List Intelligence.

Frequently Asked Questions:

How do I find my failed/dial tree calls?

To find failed/dial tree calls:

1. On the left-hand side of Call History, select the Disposition drop-down menu.
2. Scroll down to "List Intelligence Dispositions".

Is there a way that I can filter by the lists a rep is calling on?

Yes, you can filter call history by the individual list being called on by going to 'List' in the filter menu and finding the correct list.  

By using the Call History feature effectively, you can gain detailed insights into your call activities, track performance, and streamline your sales process.