Review calls
The Calls page is where your team turns raw call activity into trusted outcomes. Reviewers can search, filter, inspect evidence, and save the decision that should count in reporting.
Find the calls that need attention
Use date ranges, search, review status, and sorting to focus the queue. Many teams start with unreviewed calls from the current week, then work backward through important campaigns or locations.
What to check before saving
- Caller and destination number.
- Source, campaign, and provider reference.
- Recording availability and duration.
- Transcript text or transcript clues when available.
- Any notes that explain why the decision was made.
Save the review decision
A reviewer can mark a call as a conversion, not a conversion, or needs review. The saved decision becomes the trusted result for that call and can be used by reporting or export workflows when those features are enabled for the account.
Keep review standards simple
Write down a few examples your team agrees on. For most teams, booked appointments, qualified leads, and quote requests count. Wrong numbers, vendors, spam, and out-of-area calls usually do not.