Filter Conversations by Phone Numbers
Find all of your calls and text messages to specific CallAction call capture and tracking numbers using the filters in the conversation view. Sort the conversation list by the following:
All users & phone numbers
User name
Phone number
Campaign name
In just a quick few clicks you'll see all calls, texts, and contacts.
We have grouped and nested the phone numbers in the following order:
All Numbers > Users > User Phone Number
Instant Tour of Filter
CallAction users can click this button to take an instant tour.
Filter Contacts / Conversations by User
By default, when you log into CallAction the contacts will be sorted by user name. This filter includes all phone numbers associated with the specific user.
Login to CallAction
Click on Conversations
Click on User dropdown (see above image)
Select User name
You'll now see all contact conversations from all numbers associated to the user as a destination.
Filter by a User's Specific Phone Number
Below the User name is the list of all phone numbers associated with the user as a destination.
These numbers are sorted by descending order for quick reference and display associated campaign name and include the icon to show type of campaign phone number, like a lead router, text tool or email collection.
Click on User dropdown
Select a Phone number
View All Contacts in CallAction Conversation
Want to see total contacts in CallAction? You can instantly search with one click.
Click on User dropdown
Select All Phone Numbers & Users
Narrow Search of Filtered Contacts
You can narrow down your search even further by using the search box, preset filters or tag search.
Once you have a narrowed list, you'll see the total number of contacts in conversations based on the filter. You can also save the filter into a saved list to use with our sales dialer or to assign bulk tags or drip campaigns.
Free Trial of CallAction Sales Engagement Platform
Look at the reviews of the CallAction sales engagement platform and setup a free trial in just a few minutes. You'll be able to easily follow up and nurture leads or revive your old leads.