Tracking calls manually
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Ed Lumb
We have sales reps who often receive calls in and call out using their mobile number (not a GHL number) and therefore no call record is taken on GHL against the relevant contact. Can there be a way to log calls manually as a record against the contact conversation?
Currently the only way to log this is on the notes section but when we pull our daily call report it may show that a rep has only made 5 calls when in fact they have completed another 10 on their mobile.
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Mike Hepburn
I left Hubspot a few months ago, and this particular request effects me every single day... Customers & Prospects contact me directly on cell phone to inquire about whatever... There is no way for me to record this manually as an activity type (incoming call in this case) and also have it added to the date for tracking last activity... I am not sure why this got overlooked or isn't already in the system... Now I am talking to so called "GHL Experts" to see if they can build something to do this, but that costs $$$ and I feel it should have been a staple feature that is included...
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Mikaela Hardwick
Gym Sales makes this really easy and the logs contribute to the call reporting data.
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Mike Hepburn
Mikaela Hardwick What is this you are referencing?
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test test
Yes, please!