Overview
Call History lets you review, filter, correct, configure, and export campaign calls for the selected client. Search covers contact details, Discovery, contact and feedback notes when authorized, transcript text, AI analysis, prospect phone, and outbound From Number. Stored transcripts and summaries preserve the selected client's canonical Deal name when the represented company is named, while protecting the prospect's company name. The table can show and sort caller IDs alongside contact and call details. Result corrections preserve the distinction between call history and contact state: NTRP outcomes move the associated contact to Unqualified, while call-only outcomes such as Invalid Number leave the contact status unchanged. A history-only export downloads as CSV, while any export that includes recordings or transcripts downloads as ZIP. The selected quick view and active call and contact filters carry into either format. On narrower screens, SalesHive keeps the core review columns aligned and moves supporting fields into Additional call details. Imported old-platform records whose source never stored a disposition appear as Legacy (no disposition), not Did Not Answer or Unknown. Other unmatched imported results appear as Legacy (other). These records stay available as history but do not count as CRM dials or connections. The calls, meetings set, recorded, and talk-time band is calculated on the server across the entire current filtered result set, not only the visible 100-row page. The main Call result picker keeps the standard result taxonomy available even when the active selection returns no calls, so you can replace or clear that selection without resetting the page. Observed imported or custom results are added when available. Client viewers keep operational disposition, summary, recording, transcript, and other call details, while Score, call ratings, coaching text, and those export columns remain internal. SDRs retain the existing coaching restriction. Final Notes stay aligned with the saved disposition. If a result is corrected, SalesHive does not present a contradictory AI summary as the final operational note, while separate AI and SDR evidence remains available under the existing role rules. Time Zone shows the prospect-number zone used for the call. New calls keep the zone captured when the call is logged. Historical calls prefer current stored DNC time-zone evidence for the dialed number, then fall back to an area-code estimate. Both historical sources are clearly marked as estimated because older call rows did not save a call-time zone snapshot, and unsupported numbers show Unknown. The field can be shown, sorted, filtered, and exported, and its filter applies to the full server-backed result set. Connected calls and the optional Connected column use the canonical Human Connection definition. Standard final outcomes count only when they prove a live person answered, and custom outcomes follow the effective campaign override or client Counts as Connection setting.
How to use this page
Select a client and review calls
Choose the client, then use Outbound Calls or Inbound Calls. The total calls figure beside the heading reports the current list total. In Find and scope, Search calls can match contact name or email, title, company, website, Discovery, contact notes, call notes, transcript text, AI analysis, prospect phone, outbound From Number, and feedback notes when you are authorized to view them. Narrow further by Campaign, Caller, or Call result. Imported legacy calls remain available for historical review. If the source stored no disposition, the row says Legacy (no disposition) instead of treating it as Did Not Answer or Unknown.
Use a quick view and read the full summary
Use Latest calls, Connected calls, Warm leads, Meetings set, or Listen to calls. Connected calls uses the canonical Human Connection definition across the full server-backed result, including effective custom outcomes configured to count as a connection. The summary band shows total calls, meetings set, recordings, and talk time for the complete filtered result rather than only the visible page.
Open a linked call from Contact Detail
In a contact's Activity timeline, select Open call record on a call. Call History opens the matching call for the same selected client and expands its row, including the available details, recording, and summary.
Tailor the table columns
Select Columns to show or hide supported fields and change their order. From Number identifies the outbound caller ID used for the call and can be sorted like other supported text columns. Available fields also include contact, company, person and company location, industry, department, management level, Disposition Umbrella, Connected, and Meeting Booked. The selected client keeps the column preference for future visits.
Review and filter by time zone
Show Time Zone from Columns, then select its header to sort the current rows. New calls display the zone captured when the call was logged. Historical calls use stored DNC data when available, then fall back to the dialed number's area code. Either historical source displays (estimated), while numbers without a supported zone display Unknown. Hover the value to see whether it came from captured DNC data, a captured area code, stored historical DNC data, a historical area code, or no supported source. Open More filters and select one or more of PT, MT, CT, ET, AKT, HT, or Unknown. The active Time Zone rule narrows the complete result set, summary, pagination, and export.
Filter the call result and contact properties
Select More filters to open Call and contact property filters. Under Call Result, choose one or more values with Is any of, then use Clear call result to remove that rule. The list includes standard results plus results found anywhere in the full current filtered set, including later pages. The Legacy import group contains Legacy (no disposition), Legacy (other), and older Unknown records so imported evidence can be reviewed separately from real CRM outcomes. Add property remains a separate builder for contact and company fields such as title, company, department, industry, or location. Select Apply filters when the rules are ready. Time Zone is a separate call-level rule in the same panel. Select one or more zones, or use Clear time zone to remove only that rule.
Recover from a no-result selection
If the active Call result selection has no matching calls, the complete standard result taxonomy remains available. Choose another result, choose a group, or select Show all results. Show all results restores the last server-confirmed all-results rows, totals, summary, and pagination immediately for the remaining filter scope while the URL and server result refresh in the background.
Correct a disposition
Use the Result dropdown directly in a row to correct its disposition. NTRP and NTRP - Sent Info stay on the call log and move the associated contact to Unqualified. Directed to Corporate is available for a live person's explicit corporate-office redirect. Like Invalid Number and other call-only outcomes, it changes the call record without overwriting contact status. The expanded Notes field is rebuilt to follow the corrected result instead of keeping a contradictory AI summary. Separate AI analysis and SDR context remain available as their own evidence. A failed save restores the prior result.
Read the final call note
Expand a call and read Notes for the finalized operational explanation. When the Dialer result matched the analyzed outcome, the note can keep the AI summary and optional SDR context. When the result was changed, the note follows the confirmed disposition and uses the SDR explanation when available instead of exporting a conflicting AI summary. The separate summary, analysis, transcript, and coaching fields keep their existing roles and visibility rules.
Review the analysis available to your role
Expand a call to review its operational disposition, phone-tree and conversation signals, summary, recording, transcript, and other available details. Stored transcripts and call summaries preserve the selected client's canonical Deal name when the represented company is named, while protecting the prospect's own company name. Client viewers do not receive the internal Score column, call rating, or coaching text. Those fields also stay out of client CSV and ZIP history. SDRs retain the existing coaching restriction, while authorized internal leaders and strategists can review coaching.
Read and download a transcript
Expand a call to review its transcript. Live role-aware entries show SDR and PROSPECT. Historical or inbound transcripts can retain neutral labels such as SPEAKER A. The same labels carry into single transcript downloads and ZIP files. New outbound calls use the saved live Dialer transcript only. SalesHive does not create another transcript from the recording, even if live capture is missing. An available recording can still be played. Existing historical transcripts and their speaker labels remain available.
Download a CSV or ZIP
Select Export call history to open Export contents. Keep only Call history selected to use Download CSV. Select Recordings, Transcripts, or both to use Download ZIP. The selected quick view and active call-result, Time Zone, call-level, and contact-property filters are included. The call history CSV includes the prospect Phone, Phone Type, Time Zone, Time Zone Source, outbound From Number, Result, Disposition Umbrella, Connected, and Meeting Booked fields. Time Zone Source distinguishes captured DNC or area-code data from estimated historical DNC or area-code evidence. Client exports omit the internal Score and Coaching columns while preserving the operational history and selected files.
Review calls on a smaller screen
Scroll the table horizontally when needed. At narrower widths, SalesHive keeps the core Contact, Result, Recording, Summary, Duration, and Date columns aligned and hides supporting fields such as domain, company, prospect phone, From Number, campaign, and user from the main row. Expand the call to see those fields in Additional call details.
Find a short call by name, number, or transcript
Use Search calls with a full first and last name, a formatted phone number, or words from the transcript or notes. Search includes calls under 30 seconds automatically and keeps transcript-only matches even when the phrase is absent from visible columns. The short-call checkbox is checked and disabled while search is active. Clear search to return to the normal browsing duration setting. Search scope carries into exports.
What the buttons do
- Open call record
- Contact Detail activity link that opens and expands the matching Call History record.
- Columns
- Opens the saved column picker for showing, hiding, and ordering Call History fields, including Time Zone and From Number.
- Call result
- Filters the list by one or more grouped dispositions. Standard choices remain available when the current selection has no matches.
- Connected calls
- Shows the full server-backed Human Connection result, including effective custom outcomes configured to count as a connection.
- Show all results
- Clears the Call result filter, restores the last server-confirmed all-results view immediately, and refreshes the URL and server result in the background.
- More filters
- Opens separate Call Result, Time Zone, and contact-property controls, including the Legacy import result group.
- Clear call result
- Removes the Call Result property rule without changing contact-property rules.
- Clear time zone
- Removes the Time Zone rule without changing Call Result or contact-property filters.
- Add property
- Adds a contact or company property rule to the filter builder.
- Apply filters
- Applies the selected call-result and contact-property rules.
- Download transcript
- Downloads the expanded call's transcript when the recorded call has consent provenance, preserving its displayed speaker labels.
- Export call history
- Opens the export contents chooser for the selected quick view and active call list.
- Download CSV
- Downloads filtered call history directly as CSV when Call history is the only selected export item.
- Download ZIP
- Downloads the selected recordings or transcripts, plus call history when selected, in one ZIP file.
- Result
- Corrects the stored call disposition. NTRP outcomes also move the contact to Unqualified, while call-only outcomes do not replace contact status. The final Notes text is realigned to the corrected result, and a failed save restores the prior value.
- Summary band
- Shows calls, meetings set, recordings, and talk time across the full current filtered result set, not only the visible page.