Lead360Support

Reporting and Calling

Review call, email, and SMS reports; verify outbound numbers; and manage call history and transcripts.

3 articles
How this fits into Lead360Explore the Lead360 agentic platformSee how the agency, client businesses, and Ask360 workforces fit together.
Lead360 workflow mapReporting and Calling
  1. 01

    Filter Overview, Calls, Email, and SMS activity by period, direction, source, and sender.

  2. 02

    Verify a business-owned number for outbound calling.

  3. 03

    Review contact and opportunity call history, including calls logged outside the app.

  4. 04

    Request and verify a transcript for an eligible recording.

A visual overview of the verified workflows covered by the Reporting and Calling collection.

About this collection

Understand communication activity and keep call records connected

Reporting brings retained call, email, and SMS activity into one workspace with channel tabs, date and source filters, summaries, individual records, and CSV export.

Phone Settings lets an authorized business verify a number it already owns for outbound caller ID. Conversations and opportunity Calls tabs keep call history, outside-call entries, recordings, and eligible on-demand transcripts connected to the correct customer context.

How Lead360 helps

Choose the reporting period and sub-account before interpreting totals. Reporting reflects records retained in Lead360, not a complete provider billing ledger. Use Campaign Manager for campaign-level performance and Ask360 Canvas when you need a compatible visual of a saved report.

An existing number stays with its current carrier, so inbound calls and SMS do not move into Lead360. Verify each outbound number separately, review usage and recording costs, and confirm authorization before requesting on-demand transcription.

What you can accomplish

  • Filter Overview, Calls, Email, and SMS activity by period, direction, source, and sender.
  • Verify a business-owned number for outbound calling.
  • Review contact and opportunity call history, including calls logged outside the app.
  • Request and verify a transcript for an eligible recording.

Continue learning

Articles

Reporting for calls, email, and SMSUse the Reporting tab to review communication totals and activity records for calls, email, and SMS.Bring your own number for outbound callsVerify a phone number you already own and use it as an outbound caller ID in Lead360.Call history, manual call logs, and transcriptsReview call history, log calls made outside the app, and request a transcript for an eligible recording.