Working with CRM

All calls synchronized through CallBlaze are automatically stored as records in the Call Logs module.

Call Logs is a System Module, so its standard fields cannot be removed or modified.

The module provides a centralized view of calls made or received by connected agents, including key call information such as

• Phone number

• Agent Name

• Call direction (Incoming/Outgoing)

• Call status

• Call duration

• SIM used

• Call start and end date and time

Accessing Call Logs

• Admins can view call records of all connected agents.

• Agents can access Call Logs based on the module permissions assigned to their Role by the admin.

Agents can view call logs in the mobile app only if the admin has enabled the Call Log module view permission for the agent's role.

Calling from CRM Modules

Agents can call specific numbers directly from the CRM by clicking on the call icon over any number in the logs, This can be worked along with CRM Quick actions in the Callblaze app.

It works across all CRM modules, including system modules such as Leads, Contacts, and Call Logs, as well as custom modules with a Mobile Number field.