Craig S - Jul 12, 2010 12:12pm
I’m trying to see what our options are for tracking call metrics… such as # of dials for a given time frame and for a selected tag….
An example would be:
Tag: No contact yet
Time Frame: 7/5/2010 to 7/9/2010
Call Metric:
- Called, got VM
- Called, gave demo
- Called, bad number
- etc.
Any ideas how I could accomplish this?
Cheers,
Craig
Hi Craig. You can actually create a drop-down menu in Calls and define different types of call results:
- Called, got VM
- Called, gave demo
- Called, bad number
Workspace > Customize Form Field > Edit Call fields > Add a field > Custom fields > Select Option
Here you create your new field. Then you can view it in a report.
Workspace > Activities Dashboard > Show, Activity changes for, Call Logs…
Although your new field will show up as a column, it will be visible and you can export that report if you want to manipulate it and derive some stats.
