Sales team
Calling & call logs
Every call with a student belongs on their enquiry. On a phone with the CallPulse app, calls are logged by themselves; any other call takes a moment to record by hand.
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Calls from the phone app
Once the CallPulse app is set up on your Android phone, make and take calls as usual. Phone calls explains the setup.
The app uploads every call by itself: incoming, outgoing, missed and rejected. It sends the number, time, direction and length, with the contact name saved on your phone, and never a recording.
When the number is on an enquiry, the call goes on its Communication Log. It reads, for example, Call · 4 min 12 s or Missed call.
An answered call you make to a New enquiry moves it to Contacted. Missed and unanswered calls change nothing.
In the app, Captured calls lists your recent calls, each marked Uploaded or Waiting to upload. If one has not appeared, tap Scan now.
Tap a number to call
On the enquiry page, the phone number under the student's name is a call link. So is Phone in the Inbox's Contact details.
On your phone, tapping it opens the dialler, and CallPulse logs the call as usual. On a laptop, it opens whatever the computer uses for phone links.
Call Logs
Open Enquiry Management › Call Logs for every call at your school, newest first. It lists phone app calls and calls recorded by hand as Phone, and refreshes every 30 seconds or when you click Refresh.
| Column | What it shows |
|---|---|
| Time | When the call started. |
| Student / Number | The student's name, which opens their enquiry. For a number no enquiry has, the phone's contact name or the number, marked Not linked to an enquiry. |
| Call | We called, They called, Missed call or Rejected call, with the colleague's name under it. |
| Details | For a phone app call, its length or No answer, tagged Phone app. For a call recorded by hand, what was said. |
Everyone who can see enquiries sees every call here, colleagues' calls included.
Record a call by hand
For a call on another phone, or a talk in person, add it to the enquiry yourself.
Step 1: Open the enquiry
Open the student's enquiry and scroll to Record something that happened elsewhere.
Step 2: Say who called
Choose We contacted them or They contacted us, then Phone.
Step 3: Write what was said
Type a short summary in What was said, such as the dates and price you discussed.
Step 4: Record it
Click Record, check the summary, then click Yes, record it.
The call appears on the Communication Log and in Call Logs. Recording We contacted them moves a New enquiry to Contacted.
Calls from unknown numbers
A call from a number no enquiry has does not create an enquiry by itself. It appears in Call Logs by contact name or number, marked Not linked to an enquiry.
If the caller is a new student, add them yourself:
Step 1: Start a new enquiry
Open Enquiry Management › New Enquiry and click Add enquiry. Source starts on Phoned us.
Step 2: Save it with their number
Enter their name and the number they called from, then click Save enquiry.
Step 3: Note the call
On the enquiry that opens, record the call under Record something that happened elsewhere.
Later calls with that number are linked to the enquiry by themselves. Calls that are never linked to an enquiry are removed after 30 days.
Adding an enquiry yourself covers the rest of that form.
