Communication
Calls and call history
Review completed calls, outcomes, notes, and linked records
Calls is the durable activity record for completed calling work across the CRM
What this workspace includes
- Call list
- Call detail
- Outcome and notes
- Contact, business, or deal context
Complete workflow
- 1
Open Calls
Filter to the relevant period or owner
- 2
Choose a call
Review participant and outcome
- 3
Read notes and context
Understand what happened
- 4
Continue follow-up
Open the linked record or task
How records and settings behave
- Calls preserve their activity details
- Notes stay linked to the call
- Record context supports later follow-up
Working effectively
- Record notes immediately
- Use consistent outcome labels
- Link calls to the correct record
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Calls and call history?
Filter to the relevant period or owner
When is my work saved?
Calls preserve their activity details
How do I confirm the result?
Return to the related list or detail view and review its current status. Record context supports later follow-up