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Is there a way to see what number we called a certain account from?

Overview

Reps have the ability to switch what Caller ID is presented, so you want to see what Caller ID was used to place a call when dialing through Playbooks, in order to maintain consistency when calling people over time. 

 

Information

If the account is still in Playbooks you can go to the Activities tab within the Play and see what Caller ID was used to make the recent call.

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However, Playbooks by design does not hold a record of which Caller ID was some days or weeks ago. The creation of a feature to add a Caller-ID Optional Task Field (to sync the Caller ID previously used on the call) has been logged as an enhancement and will be considered for future releases.

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Legacy Enhancement Jira: SL-3348 

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  1. Priyanka Bhotika

  2. Posted

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