1. Apollo.io
  2. Engage
  3. Calls & Dialer

Access and Manage Calls

Article author
Dustin Nathaniel Keys
Updated

Overview

 
A Fresh Coat of Paint

Calls are getting a makeover. Your view may differ from what you see here as Apollo rolls out the new experience. Stay tuned for further updates.

The dialer allows you to make and receive calls to prospects without leaving Apollo. You can configure the dialer to automatically record phone calls, then listen to your calls for areas to improve, or share calls with your team to celebrate success. As a manager or operations lead, you can access calls to calibrate and refine your team's outreach.

Check out the following sections to access and manage calls.

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Access and Manage Calls

To access and manage calls:

  1. Launch Apollo and click Calls.
  2. Apollo shows all of the calls from you and your team.

Apollo shows example calls

  1. Click Show filters to find a specific call. You can use the following filters:
Filter Description
Show active calls View and join active calls across your teams.
Contact View and join active calls across your teams.
Show active calls Search by specific contacts
Purpose Filter by call purpose.
Disposition Filter by call dispositions.
Direction Filter for inbound or outbound calls.
Date Filter for calls on a specific date or timeframe.
Duration Filter calls by a minimum, maximum, or duration range, in seconds.
Contact lists Filter calls by lists.

Apollo shows example calls with Show Filters button highlighted

  1. Click a call to view more details.
  2. Apollo shares contact information, call notes, purpose, and disposition. If you've enabled call recording, you can play back the call, or review the transcript.

Apollo shows an example call details tab

  1. Click ... beside a call to take an action:
    • Edit: Edit the call details.
    • Delete: Delete the call.
    • CRM sync history: View the sync history for your CRM integration.

The actions button is highlighted showing various available actions

  1. Check multiple calls to take an action in bulk:
    • Edit: Set the call purpose or disposition in bulk.
    • Delete: Delete the calls.
    • Export to CSV: Export the selected call details to a CSV file.

Multiple calls are selected and the action bar appears

  1. Click New call to make a new call. You can dial a number directly or search for and select a contact.

Multiple calls are selected and the action bar appears

You have now accessed and managed your calls.

 
Call Reports

Looking to learn from team calls? Check out Cold Calling Best Practices to use call analytics templates like call engagement performance and most engaged call demographics to learn from team calls.

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