# Calls

The Calls module in KiyoCRM allows Users to schedule and log a record of inbound and outbound calls that they may be a participant of:

### List View Actions

You can access the Calls actions from the Calls module menu drop down or via the Sidebar. The Calls actions are as follows:

- **Log Call** – A new form is opened in Edit View to allow you to create a new Call record.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfBWrE5nSoORj6bwQyBLwQx2AWj_-a-6csBMBgoS9T8EZYlzZMREUN3e1kaj81kG3fwigYVTW43orSuMKIgWXenAXoYG63iVBeSplK2FeQsNdmYIK_TuHiAUvZkKuFsH9lJfK1yTg?key=B9ie91zbfoTewVFO63XPEybW)

Allows users to record details of phone conversations with leads, contacts, or companies, including call purpose, outcome, duration, and follow-up actions for accurate communication tracking.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcpMs7vsvRga11cPoZd7EylXcTglQvy_NOLyJePN0mmGkTwEMMCAdDl9hwzHBWpjrhXFCM89IRfJ3EEFOllFwBYZo_QCZ4Ycc7qk3wdaHOPeZtNmfadFTdNRftZSm2OfacZS_QYww?key=B9ie91zbfoTewVFO63XPEybW)

Using Click to Call Configuration, triggering calls and saving response through API and tracking through status. Call recordings are also saved, and we can view in detail.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdqCLwGImnHBYCV0nYT2S5zsL_Zhfg4rHgymO0NYk32cq8froDUKcvdaIaNOZNEWCd2mxaKgha53xe5S02Ndj6Y1h8jYPfvp0pVwLUskDiZmFHWk_k33dzGL3cw1GzNSPdFXL1w1Q?key=B9ie91zbfoTewVFO63XPEybW)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcngllDmlOwDNZsu_d-WER1vWITdLtenZYhRiNW2ELhhSGHjC410YwY65Kxr5jlEJwGUyf2EwNWkIw5ykyvZ3XCOlO8BjovgmjPjogoYVKoD1PX6nNyB8QLN4C8v9ZmBfMQx3jH?key=B9ie91zbfoTewVFO63XPEybW)

- **View Calls** – Redirects you to the List View for the Calls module. This allows you to search and list Call records.
- **Import Calls** – Redirects you to the Import Wizard for the Calls module. For more information, see [Import of leads module.](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-list-view-actions)
- **Kanban View, Filters, Column Chooser, Favorites** are similar to other modules. Refer Leads module [Column Chooser](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-column-chooser%3A--) , [Filters](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-quick-filter%3A--) , [Kanban view](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-list-view-actions) for reference.
- To sort records on the Meetings List View, click any column title which is sortable. This will sort the column either ascending or descending.
- To search for a Meeting, Use Search engine on top
- Clicking on the pencil icon Meetings list view page to the display of record edit view.
- Clicking on the ‘i’ icon calls to the display of Additional Details popup.
- Clicking on the X icon calls to the closure of the meeting in the list view page.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdEnlFtyyUIfqWdwpW9VI-PKcq1LyGjVUbp-i89LAD5SD1nODVy-l6mxkDR40dSii36JLsdLms2NA4_RoUfSgEplvSjiWfGU6DuyhuzHBDeWXfaiyidGF3_4D1bGn-rdOZxhF4HGg?key=B9ie91zbfoTewVFO63XPEybW)

### Bulk Actions

In list view, Select group of records by checking the checkbox, the actions are as follows:

- **Mass Update, Export, Delete** are similar to the Meetings module. Refer Meetings module [Bulk Actions](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/meetings#bkmrk--15) for reference.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfWZNCWlbxnu3hZq_mhOv9l4pwEH47KIaCzMtoNPQCkX9jvice0YN4ZyvMOS9_vR6Gnuf64hZeKLZ284CB_aogdflcu3Q55vxJFPyBIc5pEpJOP172wLZ92WOw_9-1btqgKnxMg?key=B9ie91zbfoTewVFO63XPEybW)

### Detail View Actions

Click on the Subject to view detail view:

- **Edit, Duplicate, Delete, Close and Create New, Close** are similar to Meetings module Actions.
- **Reschedule:** Enables users to update the date and time of a logged call, ensuring accurate scheduling and follow-up.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcc1qK6goxOPc9BYyLnvM-h8BjD7NGMc6tq7tkWix1Q39IKE5uqsYb0EUPIhtSHC5KcrP3L6THvI9BNQzdRXnuNjOKTiu2GQvd-zAP-F_jRJi-NbWeGxsQRGXGUXqUk4JXdC-TkHg?key=B9ie91zbfoTewVFO63XPEybW)


### Submodules

**Contacts**

Displays and manages the list of attendees linked to a meeting, allowing users to add, search, or create contact records for scheduling.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/Tttimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/Tttimage.png)

**Users**

Allows assignment of CRM users to meetings, enabling collaboration, ownership tracking, and calendar visibility for scheduled events.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/w0aimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/w0aimage.png)

**Leads**

Enables users to link potential customers (leads) to meetings for follow-ups, demos, or discussions, helping track engagement throughout the sales process.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/SkJimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/SkJimage.png)

**Notes**

Allows users to add and view notes related to a meeting, capturing key discussion points, decisions, and follow-up actions for future reference.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/FPhimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/FPhimage.png)

**Security Groups**

Control access to meeting records by assigning them to specific user groups, ensuring only authorized users can view or modify the information.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/8dpimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/8dpimage.png)

******Note: --Edit view, Detail view** and **list view** form fields and layouts can be customized as per requirement using Administration Settings. Submodules also Customized as per usage.****