Warehouse Calls is where you have the opportunity to find everything related to your calls in Adversus.
Go to Warehouse in the menu on the left and choose Calls.
As the default view, the Warehouse table shows you all calls in Adversus without any filtering. You can customize your view, save the view and trigger actions from the menu on the right side. Let's dig into that:
Filters
Use filters to narrow your search and locate the specific calls you're looking for, e.g., Disposition = Answered.
It's also possible to filter based on your custom lead and/or result fields. Go to the bottom and click Add a contact filter and choose the field you want to filter based on.
Columns
From the Columns tab, you decide the data you want to show in the table by adding relevant fields. If you'd like to lock a column, so it's always visible for your user when you enter Warehouse Calls, click the lock icon. If you, on the other hand, would like to remove it from the table, click on the X.
Psst... If you want to listen to the call recording, add the column Play recording.
Actions
If you'd like to perform an action for the calls located in the Warehouse view, go to the third column named Actions. From here, you have two possibilities:
Delete recordings
This action will delete all call recordings on the leads present in the view.
Download recordings
This action will download all recordings on a maximum of 200 leads present in the view.
Views
You can find all of your Warehouse Calls views under the Views column.
If you have filtered and column'ed your way to the perfect view and would like easy access to it in the future, you can save it by clicking Save view in the top right corner.
Give it a cool name and choose if it's a private and/or favourite view.
You can also export the view as a one-time export by clicking Export and Now, or you can set up a Scheduled export to receive it automatically whenever you'd like. Read more about automated reports.