SupportCall history, manual call logs, and transcripts
Review call history, log calls made outside the app, and request a transcript for an eligible recording.
How this fits into Lead360Explore the Lead360 agentic platformSee how the agency, client businesses, and Ask360 workforces fit together.- 01
Find call history
- 02
Log an outside call
- 03
Request a transcript
- 04
Save and revisit
Find call history
Open the contact in Conversations to review saved calls and recordings. In an opportunity, open the Calls tab to see relevant contact calls and the call entries attached to that deal. Access to recordings and transcripts depends on the relevant permissions.
Log an outside call
Use Log a call made outside the app in the opportunity Calls tab when the call did not happen through Lead360. Enter the correct time, direction, outcome, and notes so the opportunity history reflects the conversation. Calls made through the app can appear automatically.
Request a transcript
On-demand transcription
For an eligible recording, select Transcribe / view transcript. On-demand transcription is currently labeled English (US). Review the estimated charge and authorization notice before confirming. When complete, review the transcript against the recording; names, numbers, and exact wording can be wrong.
Save and revisit
View or download a completed transcript. Where supported, attach it to the intended opportunity and confirm it appears in the Calls tab. Viewing an existing completed transcript does not start another transcription.
Continue with Lead360
Use this workflow in Lead360
Put this guide into practice with a 14-day free trial of Lead360 Pro early access, or continue learning through the related collection.