How to Use Filters on the Calls Page in Outplay

Overview

Outplay now supports prospect & account standard, custom fields as advanced filters on the Calls page, allowing users to refine and analyze their call logs efficiently. With the new filtering options, users can quickly find specific call records based on various criteria.

Available Filters

Users can apply filters based on the following parameters:

Call Status – Filter calls by status such as Completed, Missed, Scheduled, or In Progress.
Call Outcome – Filter calls based on logged outcomes like Connected, Voicemail, No Answer, etc.
Date Range – View call records within a specific date range.
User – Filter calls made by specific team members.
Prospect Name – Search calls associated with a particular prospect.
Call Type – Filter by inbound or outbound calls.
Call Duration – Filter calls by call duration.

With the above filters, users can now apply prospect and account filters as well.

Steps to Apply Filters

Navigate to the Calls Page

Go to the Calls section in Outplay.

Click on the Filters Option

Locate and click on the Filters button at the top of the Calls page.

Select Filter Criteria

Choose the desired filters from the available options.
You can apply multiple filters simultaneously for a more refined search.

Apply Filters

Click on the Apply button to see the filtered call records.

Clear Filters (If Needed)

To reset the filters, click on the Clear Filters option.

Additional Notes

Filtering options help users quickly access relevant call records without manually searching through logs.

The applied filters remain active until manually cleared or the page is refreshed.

Users can export filtered call data for further analysis if required.

With these filtering capabilities, Outplay users can manage and review their call logs more effectively, improving productivity and call tracking.

Updated on: 13/02/2025