Question
Phone
calls
section
Leads

Phone calls in the TIMELINE or the HISTORY of the LEADS part

Antoine CIEUTAT
16:56 Oct 21, 2020

Hello everyone,

 

In the TIMELINE or the HISTORY of the LEADS part we don't see the phone calls while in the account or contact part it works.

 

Could you help me to set up this section?

 

Thank you in advance.

Best regards.

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5 comments
Bohdan Zdor
18:00 Oct 21, 2020

Hi Antoine,



Could you please clarify if there's no information in the Leads section regarding the call with the same contact connected to the lead, which has it in the Contacts section?



Is it all empty here?



Also what is the version and product of the instance you use?



Thank you.

Antoine CIEUTAT
10:11 Oct 22, 2020

Hello Bohdan,

 

Thank you for your answers

 

We use the Sales Creatio, enterprise edition 7.16.4.1731.

Here is an example of a LEADS sheet:

 

 

Bohdan Zdor
19:59 Oct 23, 2020

Hi Antoine, 



To display the information regarding phone calls on the lead edit page you should go to the timeline tab and choose "Calls" option from the dropdown menu as it is shown on the screenshot attached:

 

Thank you for choosing Creatio!

Antoine CIEUTAT
10:45 Oct 26, 2020

Bohdan Zdor,

Hi Bohdan,

 

Thank you for your answers.

The choice calls is well selected in the drop-down list.

 

Best regards.

 

 

 

Olga Avis
11:00 Nov 03, 2020

Hello Antoine CIEUTAT,

 

We kindly ask you to contact our Technical support team at support@creatio.com with a detailed description of your issue. We would be happy to take a closer look at the issue and provide you with a proper solution. 

 

Thank you in advance!

Olga. 

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