Dialpad Call, Call Recordings, and SMS Logs

Edited

This article provides a comprehensive guide on how to view call and SMS logs within the MPCRM platform after successfully authenticating your VoIP account. By following the outlined steps, users can easily access communication records associated with their contacts.

Accessing Call and SMS Logs

Once your VoIP account has been successfully authenticated, you will be able to view call and SMS logs on the profile pages of individuals you have been in contact with. MPCRM periodically pulls in your most recent call and SMS logs from your VoIP provider, ensuring that any new logs are posted to your client or prospect accounts.

Steps to View Call and SMS Logs

To view the call and SMS logs, please follow these steps:

  1. Find a profile in your CRM by typing their name in the quick search bar.

  2. Once you are on their profile, click the "Notes & Logs" section.

  3. If there are any call or SMS logs associated with this profile, they can be seen in the logs window in this section.

By following these steps, you can efficiently track and manage your communication history with clients and prospects within the MPCRM platform.