Using the Outreach Call List View

Created by Aye Myat, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Objective

Access and review the Call List view as an Outreach User. From here, you can see a complete list of calls made through Outreach along with any details entered into the associated Call Logs.

Applies To

  • Outreach Users

Access Outreach Call List

  1. Access the Outreach Platform. 
  2. In the left nav, click Activities > Calls.

The Call List page opens, pre-filtered for your calls (User is you). From here, you can optionally:

  • filter, sort, and search the list
  • click any listing to view and update the call log
  • review associated Details (Sequences, Tasks, Voicemails, and Plugin Mappings)
  • click the more () menu to the far right of any listing to initiate a callback or delete the call from the list

 

Call List View Details

Call Direction Icons

Calls are marked with the following icons to indicate quick direction info.

Icon Definition 
Arrow pointing away from the phone An outbound call
Arrow pointing towards the phone An inbound call
Red icon A missed call

 

Call Information

The Prospect column displays the phone number and -- when Outreach can associate the phone number with an existing Prospect -- prospect name. 

The call Duration displays only for calls that connect with a callee (Prospect) or their voicemail. The duration timer begins as soon as the User places an outbound call (i.e., clicks the Call button in the dialer) or answers an inbound call.

Call Purpose, Disposition, and Notes display as entered in the Call Log.

The Details icons on the far right indicate whether a call was attached to a sequence step and/or task, the call was recorded, if a voicemail was left in Outreach, or the call task was pushed up to a CRM.

Call State Definitions

Call State Description
Ringing Call has begun and is actively attempting to connect.
In Progress Call has either been picked up or successfully reached a voicemail and is still ongoing.
Completed Prospect or User has ended the call after it was In Progress.
Canceled User ended the call while it was still Ringing.
Failed The call failed to connect before being answered.
Busy User reached a busy signal.
No Answer Call was ended while it was still ringing although not by the User hanging up.
Missed An inbound call was not picked up by the User.

Note: The No Answer state will also show for call logs when a call isn't actually placed, but a Disposition mapped to Not Answered is chosen. A State of Completed will also show on call logs where no call is placed, but the Disposition assigned is mapped to Answered.

Additional Information

How to Make and Log Phone Calls with the Outreach Dialer

How To Create a Custom List View

List View Filter Options


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