The DriveCentric Call Log provides a complete view of all inbound and outbound calls made to your dealership’s DriveCentric phone number. The log displays default columns for both call types, with the option to add more column details linked to a customer record in DriveCentric.
Filtering Options
Here are the additional filtering options available in the Call Log:
Date Timeframe
You can adjust the date timeframe to see calls that took place during specific time periods
Add Filter
Stores - if you are a Group in DriveCentric, you can filter to see multiple stores and the calls associated with those stores
Users - you can filter down to a specific User, or multiple Users, to just see their calls
Teams - you can filter down to specific a specific Team, or multiple Teams, to just see their calls
Departments - this would filter the calls to only show the calls that were labeled as such under the "Department" column in the Log (ex. Sales, Service, etc.)
Deals - you can filter to see calls that have "No Deal" associated to them, or calls that have an "Open Deal" associated to them
Default Column List
Here are the default column lists that you see when accessing the Call Log (note: these can be adjusted as you are in the Log. Once saved, these settings will save for the future for both Inbound and Outbound tabs):
Customer Name
Displays if the phone number is associated with a customer profile in DriveCentric.
If no profile is found, you’ll have the option to “Add Customer.”
Department
Indicates Sales, Service, or Miscellaneous, based on the phone number and how the dealership’s Click to Call provider tags the call.
Source Description
Shows where the call originated from (based on the number dialed or received). This is also tagged by the Click to Call provider.
Deal
Displays if there’s an open deal linked to the customer profile.
If no deal exists, you can create one if the phone number is tied to a customer profile in DriveCentric.
Call Sales Person
For outbound calls, this shows the salesperson who completed the call.
From / To
Inbound Calls: “From” shows the customer’s number, and “To” shows the user’s number receiving the call.
Outbound Calls: “From” shows the user’s number, and “To” shows the customer’s number.
Call Recording
Once available from your Click to Call provider, you can listen to the call recording directly in DriveCentric.
Summary
Once the Summary is sent to DriveCentric from your Click to Call provider, you can view the summary by clicking on Summary.
Sales 1
Displays the salesperson listed as “Sales 1” on the Customer Card.
Date & Time
Inbound: The time the call was completed and sent to the CRM.
Outbound: The time the call was logged in the CRM.
If you have any questions about the Call Log, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!