Help Center

Calls Dashboard

* Page referenced in this article: phone numbers page.

From LeadCenter, you can make and receive calls from contacts, review call activity, and track call performance across your marketing Sources.

Inbound Call Tracking

With virtual phone numbers, you can track which marketing campaigns are driving calls and leads. Assign a number to a Source or Campaign, use that number in your marketing, and review call activity in LeadCenter.

This is useful for channels such as Google Ads, Facebook Ads, billboards, radio, TV, seminars, direct mail, and other campaigns where calls are an important response path.

Outbound Call Tracking: Click-to-Call

You can call contacts directly from LeadCenter using Click-to-Call. This helps your team place outbound calls from the contact record and keep communication history in one place.

• Measure the performance of your scheduling team and see how many calls they made to each prospect.
• Review outbound calls from the contact details page under Communications / Phone Calls.
• Use call history to support follow-up, reporting, and team accountability.
• Reduce the need to switch between LeadCenter and a separate calling system for basic outbound calling.

Settings for Call Tracking and Click-to-Call

1. If you have not acquired virtual phone numbers yet, go to Phone numbers.
2. Assign each virtual number to the correct Source or Campaign.
3. Enter an emergency address for your account under Basic Settings.
4. Set the forwarding destination for inbound calls, such as your office phone or cell phone.

To place an outbound call, open the contact details page and click the green Click-to-Call button near the contact Actions menu.

To receive calls, configure inbound call settings for each virtual phone number. Depending on the number’s settings, incoming calls can ring selected LeadCenter users in the browser, ring the mapped phone number, or use both options together.

Important: LeadCenter includes simple inbound VoIP calling for answering calls in the browser. It is not a full PBX phone system and does not include advanced PBX features such as call queues, extensions, IVR menus, or complex call routing.

Call Recording and Transcriptions

To learn how to enable or configure call recordings and transcriptions, visit the Call Recording and Transcriptions article.

Call Reports

Check the following reports to monitor inbound and outbound call performance:

• Engagements Report
• Calls Export Report
• Outbound Calls Report

Best Practices

• Use dedicated numbers for major campaigns. This gives you cleaner call attribution.
• Assign every virtual number to a Source or Campaign. Unassigned numbers make reporting harder.
• Test routing before launch. Call each number and confirm it reaches the right destination.
• Review outbound call volume by user. This helps measure follow-up activity.
• Review call reports regularly. Compare call activity across campaigns and Sources.

FAQs

Where do I configure virtual phone numbers?

Go to the Phone numbers page.

Where do I place an outbound call?

Open the contact details page and click the green Click-to-Call button near the contact Actions menu.

Where do I review call history for a contact?

Open the contact details page and review Communications / Phone Calls.

Where are recordings and transcripts configured?

See the Call Recording and Transcriptions article.

Related Articles

• Capturing Leads via Phone Calls
• Call Recording and Transcriptions
• Marketing Sources and Channels