Recent Calls in SalesLoft Mobile

The Calls tab in the SalesLoft Mobile app shows all of the recent calls that have been completed from the SalesLoft Dialer. 

If this tab layout looks a little familiar, it's because it was designed in a very similar fashion and function as the Calls page in the SalesLoft platform. 

In this article, you will learn about the SalesLoft Mobile Calls tab, including: 

• Recent Calls List
• Log a Call from SalesLoft Mobile
• Review Call Details
• View Previously Logged Call Information

Recent Calls List

The Calls tab contains the Recent Calls list. As the name suggests, the list shows any recent calls that have been made with the SalesLoft Dialer. This includes calls from the in-app Dialer and calls made using SalesLoft Mobile. 

The Recent Calls list contains the following details: 

Contact Information

The first column will show one of the following options: 

• Person's Name: The name of the Person from their SalesLoft profile and their associated Account name. If you click the Person's name or anywhere on the row with their name, you will be taken to their Person Profile view in the Mobile app. 
• Phone Number: The number will appear if the phone number has not been linked to a Person in SalesLoft. 

Date

The day of the week that the call was made.

Calls made prior to the last seven days will also include the date of the call in addition to the day of the week. 

Call Details Log Options

On the far right side of the Recent Calls list, you will see one of the following log icons that will open your call details:

Icon	Icon Name	Definition
	Add Log	Allows you to log the call to SalesLoft. Clicking the icon will bring up the log menu.
	Log Information	The call has previously been logged. You may view the log by clicking the icon.

Log a Call from SalesLoft Mobile

SalesLoft Mobile allows you to log your call from your phone. This means you don't have to worry about forgetting what took place on the call if you're away from your desk. 

As soon as the call is complete, you can log the call using the Calls tab in the Mobile app (as long as you aren't driving).

The way you log your call will depend on whether the phone number you dialed is linked to a Person in SalesLoft or not. We will walk through the process for both instances. 

Log a Call

If the number you dialed is linked to a Person in SalesLoft, their name will appear in the Recent Calls list. To log a call, follow these steps: 

1. In the SalesLoft Mobile app, go to the Calls tab. 
2. Find the call you would like to log. Click the plus sign icon on the far right. 
3. The call details will appear along with the log box. Click in the Log your call notes... window and type any notes in the box. When you are done adding notes, tap your finger outside of the box to escape the keypad. 
4. Add a disposition. Click the Disposition box. The disposition options will appear. Select a disposition or click Back to go back to the previous page. Once a disposition has been selected, it will take place in the box. 
5. Add a sentiment. Click the Sentiment box. The sentiment options will appear. Select a sentiment or click Back to go back to the previous page. Once a sentiment has been selected, it will take place in the box. 
6. Click Log. 
7. Once the call is logged, the icon will change from the plus sign to the "i" icon for log information.

Select a Person and Log a Call

If the phone number is not associated with a Person in SalesLoft, you will need to select a Person to tie that log to prior to logging the call. Follow these steps: 

1. In the SalesLoft Mobile app, go to the Calls tab. 
2. Find the call you would like to log. Click the plus sign icon on the far right. 
3. In the Call Details page, click Select a person to log this call.
4. Search for a name. Select a Person.
5. The call details will appear along with the log box. Now it will show the name of the Person you are logging to. 
6. Click in the Log your call notes... window. Add a disposition and sentiment. 
7. Click Log.

Review Call Details

When you select the log icon, the app will open the Call Details page. The details will differ based on whether the phone number has been linked to a Person in SalesLoft or not.

If the number has not been linked to a Person, the Call Details page will show the following: 

• From: The number that placed the call. If this was an outgoing call, your assigned SalesLoft number will appear. 
• To: The number that was dialed. 

When a number is linked to a Person, the Call Details page will show the following: 

• Person details including Name and Account Name
• From: The number that placed the call. If this was an outgoing call, your assigned SalesLoft number will appear. 
• To: The number that was dialed. 
• Log notes box
• Disposition
• Sentiment

View Previously Logged Call Information

Previously logged calls let you quickly review what took place the last time you spoke with a Person. Which is why you have the ability to view that information within the Recent Calls list. 

Things to Note: Logged information is view only. You may not edit a call's logged details after the call has been initially logged.  

To view a previously logged call, follow these steps: 

1. In the SalesLoft Mobile app, go to the Calls tab. 
2. Find the call that you previously logged. The log will be notated by the information "i" icon on the right side. 
3. Select the i. The call details will appear. You will see a gray Call Logged button at the bottom of the details, informing you that the call has been previously logged and may not be edited.