Phone and front desk
How do I know what happened on every customer call?
Save the call outcome to the customer record: answered or missed, reason for calling, important details, action taken, and next step. A short structured summary is more useful than a recording alone. Keep the history searchable and tied to the correct customer.
What to check
- Is every call tied to a customer or lead?
- Is the outcome recorded consistently?
- Can staff see the next action without replaying the call?