Skip to main content
All CollectionsHome Screen
Accessing your Call Log
Accessing your Call Log

Understanding our updated version of the Call Log

Genius avatar
Written by Genius
Updated over a month ago

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!

Did this answer your question?