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Every call you make in Salesfinity lands in Call history, with its outcome, recording and score. Use it to find a call fast, fix a missing outcome, or rebuild a list from the calls that matter.
Call history is available on every plan. Open Analytics in the left sidebar, then pick the Call history tab.

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What each row shows

Each row is one call. You see who you called (Full name, Title, Company), the To and From numbers, the Direction, the User who made the call, and the Date & time. You also see the call’s Disposition, its Duration, its Score if it was scored, and its Sync status. Sync status tells you whether the call reached your CRM.
Duration is the whole call. The recording can be a little shorter, because recording starts just after the call connects.

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Find a call

1

Pick a date range

Use the date picker at the top of the table to narrow the list.
2

Search or filter

Type a name in Search, or add filters. You can filter by Disposition, Users, Call status, Call direction, Contact list, Source, Caller Numbers and Call duration.
3

Keep only calls with extras

Turn on Call Recording to see only recorded calls, or Call Scoring to see only scored calls.
4

Open the call

Click a row. The Call details panel opens on the right with the recording and these tabs: Details, Scoring (when the call was scored), History, Transcript and Comments.

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Fix calls without an outcome

If a call ended before you logged it, it shows up as incomplete. When you have incomplete calls from the last 30 days, a View incomplete calls button appears at the top of the page. Click it, then click the pencil in the Actions column of a call. Pick a Disposition, add a Call note, and save. For a call that already has an outcome, the same pencil lets you change the disposition.
You can only edit your own calls. The pencil is grayed out on a teammate’s call.

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Turn calls into a list

Select calls with the checkboxes on the left. A bar appears above the table with small icon buttons. Hover over an icon to see its name.

Export to dialer

Put the people from the selected calls into a new dial list, so you can call them back.

Download the list

Save the selected contacts as a CSV file.
For example, filter to the Disposition your team uses for “call me back”, pick last week’s dates, select all, and export them to the dialer for a callback block.

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Who sees which calls

Members see their teammates’ calls by default. Owners and admins can turn this off for any member in Settings › People, in the Team call history access column. A member without access sees only their own calls.

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Next steps

Review recordings and transcripts

Replay the call, search what was said, and comment on a moment.

Score calls with your team's rubric

See a 0 to 100 score for every answered call.

Follow up with Nurture AI

Let AI pick the right day to call back after a good conversation.

Skip numbers that won't answer

Clean a list with Boss Mode before you dial it again.