View Calls for an Account

To view calls for a specific account, select 'Calls By Account' from the drop-down menu.

Calls By Account

This will open the Calls By Account screen where you can select the account and the date range to view.

Calls By Account Screen

1. Account to view

2. Start Date

3. End Date

4. View Button. Click on this once you have selected the account and start and end dates.

5. Email to Account Button. Click on this button to email the visitor list to the property.

The Email to Account button will only work after you have used the View Button to display calls for an account for a date range.