---
title: "Log Calls"
description: "Manually log phone calls and get you follows-ups ready"
url: https://help.boxly.ai/en/articles/10182747-log-calls
collection: "How to reply and manage your leads"
updated: 2026-11-09
language: en
---

# Log Calls

Manually log phone calls and get you follows-ups ready

## 📞 **Logging Calls in Boxly**

Boxly now lets you **manually log phone calls** to help track important conversations, even if they happen outside the platform. This is useful for teams without a connected phone system; it ensures every call is recorded and nothing slips through the cracks.

> **🔹 Who Is This Feature For?**
> 
> This feature is for users without a connected phone system. Instead of missing call records, you’ll now see a Log Call option inside Boxly

You can now **manually log phone calls** inside Boxly, and then instantly:

> **Trigger a follow-up message** with [Nudges](https://app.boxly.ai/settings/my-settings/nudges) by moving your lead into the next stage.  
> If you have an automation linked to your **Follow-up Stage** and move the lead into that stage after you’ve logged the call, the automated sequence will trigger.
> 
> Your Nudges will keep encouraging you to trigger actions until you click **“skip for now“.**
> 
> **Create a task**
> 
> **Track calls made outside Boxly**

## **How to Log a Call**

* * *

**Step 1: Click on the “Log Call” button in your lead**

✅ You’ll find this option in the lead’s tool bar options.

![](https://staticfiles.gleap.io/ghelparticle/xDkfHDUQZZGret6pqUeNq0PEy5v4Uq3HJNzp39LT3YVOd8zcjyJoolWrfDxS0JatPyZ7S9N1Z4f.png)

**Step 2: Fill in the Call Details:**

✅ **Date and Time of the Call:** Choose when the call happened.  
The default time is **five minutes before you clicked the log call button**, the default date is the **current date.**

✅ **Duration**: Add how long the call lasted (in minutes).  
Options ~ _5 Minutes, 10 Minutes, 15 Minutes, 20 Minutes, 25 Minutes_

✅ **Call Outcome:** Select the result (Interested, Appointment Scheduled, Not Interested, or Requested Callback) - read more about [call outcomes](https://help.boxly.ai/en/articles/10182747-log-calls.md#heading-2-call-outcomes)

✅ **Call Notes:** Add any context or useful details from the conversation.

![](https://staticfiles.gleap.io/ghelparticle/pqRMBidlS0wQBtKKDSVmzmIWYxDYMykX9p0dFJyIUtajMr0xtlhAUd543hSJv0pxqKViDgykiiU.png)

**Step 3: Click “Log call” to save**

The call will appear in the lead’s timeline along with:

✅ Who logged it  
✅ Duration & Date  
✅ The outcome you selected  
✅ Any notes you added

![](https://staticfiles.gleap.io/ghelparticle/9G6iuoFrORvXq2ln7CmElkCC4uy2DkFu20nFWYh6EpspH1vzsbkuQL3vV0qkBOSk3jljSSfIBIA.png)

### Call Outcomes

Call Outcomes help you keep track of what happened during a phone conversation so your team knows the next step. Your settings will have a dedicated section for **Call Outcomes**; allowing your to add new any outcomes suit your workflow.

> **Success:** Coming soon! A dedicated column for the number of calls that land in each category of your **Call Outcomes**.

**How to add outcomes:**

1.  Go to [Call Outcomes](https://app.boxly.ai/settings/account-settings/outcomes) in your Account Settings.
    
2.  Click **“+ Add Outcome”** on the top right of your Call outcomes feature.
    

![](https://staticfiles.gleap.io/ghelparticle/rPYF92LpLPzJvr8HjQiq8KpH1T4Gxci6LkVEDSMKaO6HLMsPLolDrPthT0ZAwvqHSNpsMEdE4no.png)

3.  Create a new outcome and click **“Save”.**
    

![](https://staticfiles.gleap.io/ghelparticle/IHj2cdnwdIR0OUewXLrMMTWTp4DaoGAl9W6QGAmiqe4lnX4CpgnePnzvC1p3uTs2oAnYgnM4F3U.png)

> **Info:** When you log a call, you can choose from the **default outcomes** and any others you create.

**Default outcomes:**

-   **Interested – Follow Up Required:** The lead is interested, but you need to contact them again to move forward.
    
-   **Appointment Scheduled:** You booked them in for a consultation or treatment.
    
-   **Not Interested:** The lead isn’t moving forward right now.
    
-   **Requested Callback:** They want you to call back at a later time.
    

These outcomes are displayed at the **bottom left** of a **lead’s call log**, making it easy to see at a glance where each lead stands after a call.

![](https://staticfiles.gleap.io/ghelparticle/sfuGTqjfvfw9Cxoq9bGo2tClfCG7YN45iB4j7KbxQFV1NwSFbPw3tTK9Ff6Hw2DE0dH1eJWQOzG.png)

## What Happens After You Log a Call?

* * *

> **Info:** **Logged Calls** automatically clears leads from your **“Things To Do”** as you’ve now taken an action on the lead (just like when you send a reply or add a task).

✅ You will be [**Nudged**](https://help.boxly.ai/en/articles/10182747-log-calls.md#heading-4-follow-up-nudges) to plan your follow-up actions.  
✅ Logged Calls are **stored** in the conversation **history** so your team can see exactly what happened.

![](https://staticfiles.gleap.io/ghelparticle/wBf5PyWwG5mu3iT9uKRZ7kQixO2jlUCjac5erGhbLzVAD0XNfI137sUUySsmjbcDAZLToEreNRY.png)

**Keeping track of your leads actions in List View**  
Logged calls will now count as an action for **First contact made by the team** and your **Last action columns.**

Your logged calls will also have a column displaying each leads number of logged calls.

![](https://staticfiles.gleap.io/ghelparticle/Zfn0AnwXX1o9MsthjLQre2NrsmpSkiy8II9QgikBapQNHfen91a0xxpaT5pABtIueuODNSJArUX.png)

## Follow-Up Nudges

* * *

Right after you log a call, Boxly will gently prompt you with:

**👉 “What would you like to do next?”**

It helps keep leads moving through the pipeline instead of falling through the cracks. That way as soon as someone takes an action (sends a reply, adds a note, or creates a task), a prompt will appear to urge you to take the next action.

> **Success:** **Nudges pop-up after you’ve taken the first action, to prompt your next one.**
> ✨ Encouraging your team to take the next best step.

![](https://staticfiles.gleap.io/ghelparticle/o5LuemaIu8HlsQjBkcBgypfGv5HTvPt4ZynOZ4WM0vy2H2IMSJrKbL6OPy1tDxyFFTl5DMz3Y0G.png)

**Your nudge options are:**

1.  **Move the lead to a new stage -** you can pick a new stage and confirm
    
2.  **Move the lead to different box -** you can pick a new box and confirm
    
3.  **Add a note -** the the note pop-up will immediately open
    
4.  **Add a Task -** the task pop-up will immediately open
    
5.  **Skip for Now -** If you’re not ready to take further action, you can skip the prompt and move on
    

![](https://staticfiles.gleap.io/ghelparticle/NvfEV35rmsYqCsZJQ1yBe5fFi1HXDBKr6TVfy7J8UgWt8tDfsUvlXlvsyGJeqH2IsVLAhIqoSbh.png)

This helps you keep leads moving instead of leaving them behind.

> **Success:** Nudges will not go away after you take the first action (unless you clicked Skip for now as your first action), you can close the nudge feature by clicking **“Skip for now”.**

**What’s changed:**

-   **Before:** Nudges would close after the first action you took.
    
-   **Now:** Nudges will keep appearing until you click “**Skip for now”** or switch to another lead.
    
-   **Why:** You can now take several actions on a lead; like move to a different stage, create a task, and then click **“Skip for now”**.
    

**Control it in your settings:**  
If you prefer the old way (one nudge per lead), you can toggle “**Show the prompt only once per lead”** in your Personal → [Nudges settings](https://app.boxly.ai/settings/my-settings/nudges).

![](https://staticfiles.gleap.io/ghelparticle/2ksvGQXlFpsKhk06z5Wukqm6IfUJrrjlXjKRO5k0WVHgMJ5kmgpPYBpDwMHf7nF5AXqYwcfhBnP.png)

### Viewing Call Logs in Reports

Call activity is now trackable in two places:

-   [**Team Activity**](https://app.boxly.ai/report/team-activity) **Reports –** See a new column showing the number of calls logged per team member
    
-   [**Reply Time**](https://app.boxly.ai/report/reply-time) **for Call Logs -** Your Reply Time reports will include your team members’ average reply time for logged calls.
    

![](https://staticfiles.gleap.io/ghelparticle/oCHCMprTacjbe3dJ18vy8AfyOtGab3urW6yY0ly1J1fFxgHU2cFfjWtmE2jUWiSWMe7AqWRBwQK.png)

* * *

**Boxly is here to help you work smarter, not harder,** let’s keep streamlining your lead management together! 

Contact us at [support@boxly.ai](support@boxly.ai) if you need any assistance!