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Agent 365 CRM

Call Counter

June 16, 2025

Summary

Changes are for: All Calls Inbound and Outbound from CRM or Lead Connector; Manually Change Inbound or Outbound to Track Total Calls.

What's New

  • Contact Folder Call Counter Now Operable. All calls Inbound and Outbound will now be tracked if made from either the CRM or Lead Connector app.
  • Manually Track Calls by updating the Call Counter (Total Calls will Auto-update).

Update Added

  • Leads now move through call stages based on how many calls were made outbound.
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