Tag: calls logs

aNinja Activities Logs

It’s important to have a clear understanding of all the activities and interactions that occur on your aNinja account. aNinja provides a helpful solution in the form of activity logs reports, allowing you to conduct audits whenever necessary.

Specifically, the logs report feature provides a comprehensive overview of all incoming and outgoing calls, emails, and texts, and the triggers you’ve launched. Additionally, you can easily view the failed leads API injection.

Accessing aNinja Activities Logs reports

Activities Logs

  • Calls
    • You can see the details of the incoming and outgoing calls, including the lead ID, duration and date of the calls.
    • You can also listen to the recordings of the conversations.
  • Emails
    • Here are saved all the details on the incoming and outgoing emails, including the sequences and their statuses.
  • Texts
    • You can see the details of the incoming and outgoing texts, including the sequences and their statuses.
  • Audit Log
    • As an admin user, this option allows you to see the activity of the users in searching for leads using smartlists or from the top navigation bar, and the lead view that the users opened.
  • Failed leads API injection
    • You can identify any leads that failed to import into your aNinja account via API for duplicate emails.

Making a Call in aNinja

Making a Call in aNinja

In aNinja, you can dial a phone number, call a lead’s phone number from the lead view, and power call multiple leads, using the phone number you have saved in your aNinja profile.

Dialing a phone number from aNinja Web app

  • On aNinja Dashboard, on the top right, click on the phone icon.
    • The call is made through the phone number saved in your user profile.
      • If you’re a user with Owner or Admin role you can choose to make the call using other users phone numbers.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

making a call in aNinja

Calling a lead from aNinja Web app

  • When on the Lead View, from the toolbar, choose the call feature. It opens a dialing window and automatically shows the primary phone number in the lead’s contacts.
    • Click on the green button to call.
      • If you’re a user with Owner or Admin role you can choose to make the call using other users phone numbers.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

Calling multiple leads from aNinja Web app

  • On the Leads View, whether you choose to call all the leads in your CRM, or a group of leads that you have grouped using a Smartlist; on the top right of the page, hit the Power Dial Button.
  • This option allows you to call all the leads sequentially without bothering to go to each lead’s profile to call manually. When the current call is ended, the system starts calling the next lead in queue.

Accessing the calls log

  • If you are a user with a User role, you can view your own calls in Settings / Logs and listen to the conversations.

  • Users with Admin role can view calls and listen to call recordings of all users.

Note: For saved leads, you can keep notes of the calls. In the Lead View, click on Notes to enter relevant information that you picked up from the call.