[{"data":1,"prerenderedAt":166},["ShallowReactive",2],{"shell":3,"article:workflow-lead-calls":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":48,"toc":49,"shots":63,"related":71,"topicNext":107,"paths":108,"videos":119,"sidebar":120},"workflow-lead-calls","guide","\u002Fguides\u002Fworkflow-lead-calls","phone-call","Review call history and recordings","Calls shows recorded call activity for the selected lead. Open the shared drawer and choose Calls. You need access to the record; playing a recording…","intermediate","published","browser-observed-read-only","2026-11-04","planned",{"slug":23,"title":46,"href":47},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Calls shows recorded call activity for the selected lead. Open the shared drawer and choose \u003Cstrong>Calls\u003C\u002Fstrong>. You need access to the record; playing a recording additionally requires authorization to hear its contents and an available recording source.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"lead-record-calls-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-record-calls-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead record on the Calls tab with an All Calls filter and a No call history yet message\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-record-calls-desktop.jpg\" alt=\"Lead record on the Calls tab with an All Calls filter and a No call history yet message\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Calls tab on a lead before any calls are made, with the All Calls filter at the top.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-calls-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"find-the-right-call\">\u003Ch2 id=\"find-the-right-call\">Find the right call\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Review the date filter and choose All Calls or the relevant recent period.\u003C\u002Fli>\n\u003Cli>If no calls match the period, use \u003Cstrong>Show all calls\u003C\u002Fstrong> before concluding that the lead has no history.\u003C\u002Fli>\n\u003Cli>Open the relevant call details and inspect time, duration, provider, notes, and outcome context.\u003C\u002Fli>\n\u003Cli>Review summary, sentiment, action items, or transcript when those fields are available.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>A transcript or summary can be incomplete and should not replace the actual recording when verifying what was said. Missing audio does not prove that no call occurred, and a call-history entry does not prove usable two-way audio.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"play-only-when-authorized\">\u003Ch2 id=\"play-only-when-authorized\">Play only when authorized\u003C\u002Fh2>\u003Cp>\u003Cstrong>Play recording\u003C\u002Fstrong> can request audio through the authenticated media gateway. Other recordings use the audio player's controls with no automatic preload. Playback is separate from reading the call metadata and was not exercised for this guide.\u003C\u002Fp>\u003Cp>A recording that is unavailable can offer \u003Cstrong>Try again\u003C\u002Fstrong>. Read the current status first; the link or player alone does not prove that the audio is accessible. Do not copy provider URLs, authenticated media links, or private transcripts into a shared report.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"verify-and-recover\">\u003Ch2 id=\"verify-and-recover\">Verify and recover\u003C\u002Fh2>\u003Cp>For a history review, success is locating the correct call and identifying which evidence is available. For recording acceptance, confirm that playback actually starts and contains the intended call; a duration label or loaded player is insufficient.\u003C\u002Fp>\u003Cp>The page can update after a call ends, so allow its refresh to complete before reporting a missing entry. If the record or media remains unavailable, retain the sanitized time and status for support. Do not place another call or replay a customer operation merely to repair historical evidence.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fworkflow-speed-dial\">Speed Dial\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-notes\">Notes\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-activity\">Activity\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[50,54,57,60],{"id":51,"text":52,"depth":53},"find-the-right-call","Find the right call",2,{"id":55,"text":56,"depth":53},"play-only-when-authorized","Play only when authorized",{"id":58,"text":59,"depth":53},"verify-and-recover","Verify and recover",{"id":61,"text":62,"depth":53},"screenshots","Screenshots",{"lead-record-calls-desktop":64},{"id":65,"src":66,"alt":67,"caption":68,"width":69,"height":70},"lead-record-calls-desktop","\u002Fmedia\u002Fscreenshots\u002Flead-record-calls-desktop.jpg","Lead record on the Calls tab with an All Calls filter and a No call history yet message","The Calls tab on a lead before any calls are made, with the All Calls filter at the top.",1920,873,[72,79,85,90,95,100],{"slug":73,"title":74,"href":75,"icon":37,"description":76,"level":77,"productLocation":78},"workflow-speed-dial","Review the Speed Dial queue before calling","\u002Fguides\u002Fworkflow-speed-dial","Speed Dial combines a working lead queue, contact information, and calling controls. You need access to Speed Dial; actual calling additionally requires…","advanced","Speed Dial",{"slug":80,"title":81,"href":82,"icon":83,"description":84,"level":40},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","users","Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…",{"slug":86,"title":87,"href":88,"icon":83,"description":89,"level":40},"workflow-lead-activity","Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","Activity brings several recorded streams into one timeline for the current lead. Open the shared drawer and select Activity. You need access to the record, and…",{"slug":91,"title":92,"href":93,"icon":83,"description":94,"level":40},"workflow-lead-scoring","Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","Scoring explains the current score and the recorded changes behind it. Open the intended lead in the shared drawer and select Scoring where available. You need…",{"slug":96,"title":97,"href":98,"icon":83,"description":99,"level":77},"mass-update","Review a mass update before changing leads","\u002Fguides\u002Fmass-update","Mass Update Leads changes one field across matching records. Use it only with authority to edit the intended lead population and a precise change request. This…",{"slug":101,"title":102,"href":103,"icon":83,"description":104,"level":105,"productLocation":106},"document-viewer","Preview an existing document","\u002Fguides\u002Fdocument-viewer","The Document Viewer presents a file opened from an existing document workflow. It is not a document-upload form or a searchable library. You need permission to…","beginner","Settings → Documents → open a document → Open in New Tab",{"slug":91,"title":92,"href":93},[109,114],{"slug":110,"title":111,"href":112,"letter":113},"c-calling-and-texting","C — Understand calling and texting readiness","\u002Flearn\u002Fc-calling-and-texting","C",{"slug":115,"title":116,"href":117,"letter":118},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","H",[],{"title":46,"href":47,"groups":121},[122],{"title":123,"items":124},null,[125,128,132,136,137,141,145,149,153,157,161,162,163,164,165],{"label":126,"href":127,"slug":23},"Find and review leads","\u002Fguides\u002Fleads",{"label":129,"href":130,"slug":131},"Work with a lead record","\u002Fguides\u002Flead-record","lead-record",{"label":133,"href":134,"slug":135},"Add a lead manually or with Smart Paste","\u002Fguides\u002Fworkflow-manual-lead","workflow-manual-lead",{"label":81,"href":82,"slug":80},{"label":138,"href":139,"slug":140},"Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","workflow-lead-tasks",{"label":142,"href":143,"slug":144},"Review or correct lead fields","\u002Fguides\u002Fworkflow-lead-edit","workflow-lead-edit",{"label":146,"href":147,"slug":148},"Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","workflow-lead-contacts",{"label":150,"href":151,"slug":152},"Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","workflow-lead-documents",{"label":154,"href":155,"slug":156},"Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","workflow-lead-messages",{"label":158,"href":159,"slug":160},"Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","workflow-lead-emails",{"label":38,"href":36,"slug":34},{"label":92,"href":93,"slug":91},{"label":87,"href":88,"slug":86},{"label":97,"href":98,"slug":96},{"label":102,"href":103,"slug":101},1793910214315]