FAQ: Lead Tracking

Can I log the calls I make for my Leads?

Yes! Part of ConstructionOnline's Lead Tracking toolkit includes the Call Logging feature which allows you to keep track of the calls you make to Leads. Within each Call Log you have the option of documenting call date, start time, duration, notes, attached files, and more. You can add and manage all of your call log information—as well as search, filter, and generate call log reports—by navigating to Lead Tracking and choosing the "Lead Call Log" category. If you would like to view the calls logged for a specific Lead, navigate to the Lead Pipeline, click the desired Lead Name on the Leads table, and then choose the "Call Logs" tab. 

For step-by-step instructions on logging calls, visit this article

Click here for more frequently asked questions (FAQs) regarding Leads & Lead Tracking.