Overview
Call History lets you review, filter, correct, configure, and export campaign calls. Its organized workspace includes contact-property filters and a saved column picker for tailoring the table to the selected client. A call opened from a Contact Detail activity link is scoped to that call and expanded for review.
How to use this page
Select a client and review calls
Choose the client, then use outbound or inbound mode. In Find and scope, search by contact, title, company, domain, or phone, and narrow by Campaign, Caller, or Call result. Imported legacy calls without a stored duration remain in the default history.
Open a linked call from Contact Detail
In a contact's Activity timeline, select Open call record on a call. Call History opens the matching call for the same selected client and expands its row, including the available details, recording, and summary.
Tailor the table columns
Select Columns to show or hide supported fields and change their order. Available fields include contact, company, person and company location, industry, department, and management level. The selected client keeps the column preference for future visits. Sort a visible sortable heading to change its order.
Build contact-property filters
Click More filters to add supported contact and company property rules, then select Apply filters. Use Clear properties to remove only those rules or Clear filters to reset every call and contact filter.
Correct a disposition
Use the Result dropdown directly in a row to correct its disposition. The table, filters, summaries, sorting, and export update optimistically, and an error reverts the change.
Export matching history
Click Export all call history to prepare a ZIP for the complete matching server-side result. Contact-property filters are included, so the export matches the narrowed list.
What the buttons do
- Open call record
- Contact Detail activity link that opens and expands the matching Call History record.
- Columns
- Opens the saved column picker for showing, hiding, and ordering Call History fields.
- More filters
- Opens the Contact property filters builder and displays the active-rule count.
- Apply filters
- Applies contact and company property rules to the call list.
- Export all call history
- Exports all calls matching the active call-level and contact-property filters.