Completed Calls

Overview

Completed Calls displays all scheduled calls that have been marked as completed. Each completed call is linked to a communication log entry with call details.

What You'll See

All calls with:

• Status: Completed
• Completion date
• Original scheduled date
• Communication log link

Table columns:

• Partner name
• Scheduled date
• Completed date
• Subject
• Assigned to
• Communication log

What Happens When You Complete a Call

When marking a scheduled call as completed:

1. Status changes to "Completed"
2. Completion date recorded
3. System creates or links to communication log
4. Call moves to completed view
5. Removed from upcoming/overdue queues

Viewing Call Details

Click on completed call to see:

• Original schedule information
• When it was completed
• Who completed it
• Link to communication log with:
  • Call outcome
  • Call disposition
  • Duration
  • Summary and details
  • Any follow-up notes

Communication Log Integration

Each completed call should have associated communication log showing:

• What was discussed
• Call outcome (successful, voicemail, etc.)
• Call disposition (information provided, follow-up needed, etc.)
• Duration of call
• Next actions required

Search and Filter

• Search partner name
• Filter by completion date range
• Filter by who completed (team member)
• Filter by subject/purpose
• Sort by completion date

Review Purposes

Use completed calls to:

• Verify outreach happened
• Review what was discussed
• Check follow-up requirements
• Analyze call effectiveness
• Report on team activity

Best Practices

When Completing Calls

• Mark completed immediately after call
• Create detailed communication log
• Note any follow-up required
• Set follow-up call if needed

Quality Assurance

• Review team's completed calls
• Check that logs are detailed
• Ensure follow-ups are scheduled
• Monitor completion rates

Reports

Use completed calls for:

• Weekly team call reports
• Monthly outreach summaries
• Campaign effectiveness tracking
• Individual team member performance

Related Pages

• Call History - All communication logs
• Upcoming Calls - Calls to complete
• Call Reports - Analytics and metrics