Logging Calls

Logging Calls

The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can use this functionality in Bigin.
 
You can add both outbound and Inbound Calls and scheduled calls.

To create calls from the activities module
  1. Login to your Bigin account.
  2. Select the Activities module.
  3. Click + Call.
  4. Select the contact with whom a call was made/received from the to/from drop down list.

  5. Select the Call Start time. 
    Call start time determines whether it is an inbound, outbound or scheduled call.
  6. If the call start time is in the past, do the following:
    • Specify the Call Duration.
    • Choose the call type, whether it was outbound or inbound.

    • If the call type is Inbound, add a description in Reason for Incoming call.

    • If the call type is Outbound, do the following:
      • Choose the purpose of the Outgoing call from the Call purpose drop-down list.
      • Under outcome of the outgoing call specify the call result and add a description.
      • Click Save.

  7. If the call start time is in the future, do the following:
    • Specify reminder.
      For example, 5 mins before start time.
    • The call type is filled by default as Outbound.
  8. Select the Companies or Deals related to this call from the drop-down list.
  9. Choose the purpose of the outgoing call from the drop down list.
  10. Click Save.

To create a Call from the record details page
  1. Go to Contacts or Companies module.
  2. Select the record for whom you would like to add a Call.
  3. In the record details page, click on the Activities tab.
    A list of activities related to the record will be displayed.
  4. Click +Call.

  5. Enter the Call details and click Save.
  6. Click Save & New, to save the Call and create a new one.
To create a Call from Module list view
  1. Go to the Contacts or Accounts module.
  2. Click on the More button against the record and click Log a Call.

  3. Enter the Call details and click Save.
  4. Click Save & New to save the Call and create a new one.
Actions on Scheduled Call
Mark call as completed
Once a scheduled call is carried out, you can mark it as completed. 
To mark a call as completed
  1. Go to the Activities module.
  2. Select the Calls tab.
  3. Select the call that you want to mark as completed.
  4. Click Mark as completed.

Reschedule call
To reschedule a call
  1. Go to the Activities module.
  2. Select the Calls tab.
  3. Select the call that you want reschedule.
  4. Click the drop-down arrow and select Reschedule call.

  5. Choose a different call start time and click Save.
To cancel a scheduled call
  1. Go to the Activities module.
  2. Select the Calls tab.
  3. Select the call that you want to cancel.
  4. Click the drop-down arrow select Cancel call.

    The call will be cancelled, but the record entry will be retained.
More actions 
Edit a call
You can edit the call from the call details page, from the call list view or from the record details page.
 
To edit a record from call list view
  1. Hover over the call that you would like to edit and click the Edit icon.

  2. Make the necessary changes and click Save.
To edit the call from the details page
  1. Go to the Activities module.
  2. Select the call that you would like to edit.
  3. In the call details page, click the Edit button.

  4. Make necessary changes and click Save.
To edit the call from Record details page
  1. Go to the Contacts or Accounts module.
  2. Select the record whose call you would like to edit.
  3. Select the Activities tab. 
  4. Hover over the call you would like to edit and click More > Edit.

  5. Make the necessary changes and click Save.
Deleting calls
You can delete the calls that you have created in the following ways.
  1. From the Activities module.
  2. From the call details page
  3. From the Record details page.
To delete call from the Activities module
  1. Go to the Activities module.
  2. Hover over the call that you want to delete, click More > Delete.

  3. If you want to delete multiple calls, select those calls and click More > Delete.

  4. The deleted calls will be moved to the Recycle Bin. You can restore them or completely delete them from Bigin.
To delete a call from call details page
  1. Go to the Activities module.
  2. Select the call that you would like to delete.
  3. Click More > Delete. 

To delete a call from Record details page
  1. Go to the Contacts or Companies Module.
  2. Select the Record.
  3. Click on the Activities tab.
  4. Hover over the call that you would like to delete, click More > Delete.


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