Telephony Insights

Telephony Insights display call-related information for each lead directly within the Lead Box. These insights help you quickly understand calling activity and engagement without opening individual lead records.

To Enable Telephony Insights in the Lead Box, Follow These Steps:

1. Click the Menu and select the Lead Box option.
   
2. Once the Lead Box dashboard opens, click More from the top right corner.
   
3. From the dropdown, select Column Selector.
   
4. In the pop-up window, locate Telephony Insights in the left-hand column.
   
5. Move Telephony Insights to the selected columns.
   
6. Adjust the position to define where Telephony Insights should appear, for example, after Lead Status.
   
7. Click Save.
   

Telephony Insights will now be visible in the Lead Box.
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To Change the Position of Telephony Insights, Follow These Steps:

1. Open the Column Selector from the More option in the Lead Box.
   
2. Move Telephony Insights up or down in the selected columns list.
   
3. Place it after the required field, such as Lead Status.
   
4. Click Save.
   

The updated column order will be applied immediately.

To View Telephony Insights for a Lead, Follow These Steps:

1. Locate the lead in the Lead Box.
   
2. Click the down arrow in the Telephony Insights column for that lead.
   

An overview of telephony activity for the selected lead will be displayed.

What Information Is Available in Telephony Insights?

Telephony Insights provide details such as:

• First conversation date
  
• Last conversation date
  
• Number of times the lead was dialed
  
• Number of unanswered calls
  

All related call activity information is available in this section.

Where Are Telephony Insights Displayed?

Telephony Insights are displayed as a column within the Lead Box and can be expanded per lead to view detailed call information.