How to Retrieve and Review Your Call Log

In sales and customer contact environments, recording accurate notes about your interactions is vital for follow-up and maintaining good relationships. Sometimes, issues like unsaved notes or accidentally closed windows can disrupt this process. This guide helps you access call logs and retrieve information from calls you may have recently made or lost. Follow the step-by-step instructions below to find your needed contact logs efficiently.

Accessing Call Logs via Call Detail Report

If you find yourself in a situation where your notes were unsaved or a call window was prematurely closed, you can still locate the contact through the Call Detail Report. This tool provides comprehensive information about each call made, including the name of the contact and the time of the call. Here’s how to navigate the Call Detail Report:

Step-by-Step Process

1. Generating the Call Detail Report Begin by accessing the Reports section in Mojo. From there, generate the Call Detail Report for the specific date range or interval during which the call took place. This report will list all outgoing calls within the specified parameters.

2. Sorting and Searching the Call Log Upon opening the report, the most recent calls will appear at the top of the list by default. If you remember the name of the contact, you can quickly scan through the top entries. Alternatively, use the Search function to type “Contact” in the search bar. This action will filter the results to show all interactions, categorized under Contact, No Contact, and Do Not Contact. For efficiency, sort the results to display all "Contact" entries at the top. This should help to quickly pinpoint the interaction you need to review.

3. Reviewing and Managing Contacts Once you identify the desired contact, double-click on the name. This action opens up the contact form, allowing you to review any existing data and manage the lead effectively. You can also add additional notes if necessary, ensuring that all pertinent information is documented.

Tips for Effective Use

• Always ensure that notes are posted accurately after completing the interaction with a lead before proceeding with further calls.
• Regularly backing up your call records or exporting reports can be a good practice to prevent data loss in volatile environments.

Final Insights

Handling unsaved notes and retrieving contact logs doesn’t have to be a cumbersome task. By utilizing tools like the Call Detail Report, you can regain access to potentially lost interactions and ensure your follow-up processes remain intact. Leveraging these tools effectively will help you maintain a comprehensive record of your sales activities and enhance customer interaction efficiency.

Remember, keeping organized and familiarizing yourself with the report functionalities can significantly streamline your workflow.