Calls and call logging

Place calls, log outcomes, and keep the contact or lead timeline complete.

6 min readUpdated June 2026

Where calls start

  • Dialer: for keypad, power dialing, and parallel dialing.
  • Contact or lead detail: for contextual one-off calls.
  • Cadence call step: for follow-up tasks inside a sequence.
  • Calls page: for reviewing history after calls happen.
Video walkthrough placeholder showing a rep placing a call from a contact or lead, choosing an outcome, adding notes, and seeing the timeline update.
Video: Place and log a call
Video walkthrough placeholder showing a rep placing a call from a contact or lead, choosing an outcome, adding notes, and seeing the timeline update.
Contact or lead detail page with call button, phone number, recent activity, and call action menu.
Contact or lead detail page with call button, phone number, recent activity, and call action menu.

Log the outcome

  • Connected.
  • No answer.
  • Voicemail left.
  • Wrong number.
  • Callback requested.
  • Do not call or opt-out request.
Call outcome modal with disposition choices, notes field, callback date, and save button.
Call outcome modal with disposition choices, notes field, callback date, and save button.

Timeline activity

Saved calls appear on the contact or lead timeline with direction, duration, outcome, notes, and recording or AI summary when enabled.

Contact or lead timeline showing a logged call with outcome, duration, notes, transcript, and AI summary indicator.
Contact or lead timeline showing a logged call with outcome, duration, notes, transcript, and AI summary indicator.

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