Overview
Communication logs show every call, text, and email that has gone through your account. You can narrow them down to see who did what, and when.
You would use this to check on a specific conversation, or to see how much outreach your team has done over a period.
Steps
Step 1: Open your activities
Click Activities in the left panel.
You will be taken to the Communication Logs section.
Step 2: Choose the type of log
Three types of log are available:
Call Logs
SMS Logs
Email Logs
Pick the one you want to look at.
Step 3: Narrow down your results
Use the filters to find what you are looking for. You can filter by things such as:
The team member who made the call
Call duration
Date range
Step 4: Apply your filter
Choose the filter that suits what you need.
Click Continue at the bottom.
Click Apply.
Your filtered results will appear.
Step 5: Filter your SMS and email logs
SMS logs and email logs work the same way.
Click Add Filter to build a smart filter, for example to see messages sent by a particular team member or within a certain date range.
Important Notes
Communication logs live under Activities, not inside an individual lead.
Calls, texts, and emails are kept in separate logs. Check the right one for what you need.
Filtering by team member is the quickest way to review one person's outreach.
Filtering by date range is the quickest way to review a week or a month of activity.
The same filtering approach works across all three logs.
Troubleshooting
You cannot find a specific message or call
Check you are in the right log. Calls, texts, and emails are listed separately.
Your results look empty
Your filter may be too narrow. Widen your date range, or clear the filter and start again.
You want to see one person's activity
Filter by that team member, then click Continue and Apply.
Nothing happens after choosing a filter
You need to click Continue at the bottom, then Apply, before the filter takes effect.
Summary
You reviewed your communication logs. You clicked Activities in the left panel to open the Communication Logs section, chose between call, SMS, and email logs, and filtered by team member, duration, or date range. After clicking Continue and Apply, you saw only the records you wanted.