Call tracking: a to-call list and call notes

What changed

The Lead Takip screen is now called Görüşme Takibi (Call tracking). Its first tab, Aranacaklar (To call), brings planned calls and reminders for leads and customers into one list: today and overdue, 7 days, 30 days and everything planned. From the contact panel you plan a 1st, 2nd and 3rd call; a result marked Arandı (Called) is saved as a call note. You can add notes and reminders with the channel and the person you spoke to, and edit or delete the date and owner of an open call or reminder. A Görüşme raporu (Call report) for the contact downloads as an Excel file with calls, notes and messaging days.

You make the calls and record the outcome yourself; the panel does not place phone calls. Messaging days in the report show only the date and direction, never message content; each report download is written to the audit trail. Everyone sees only the records their permissions allow.

Your data: call notes and call records may contain personal data about your leads and customers; this data is processed on your behalf. Details: Data processing.

Who it is for

Plans: Starter and above. Members with lead permissions use it. Messaging days in the contact panel need Gelen Mesajlar (Inbox) to be connected.

How to use it

Open Görüşme Takibi under Müşteri Yönetimi and start from the Aranacaklar tab. Click a row to open the contact panel, where you add call plans, notes and reminders.