If disorganized call records and missed follow-ups sound familiar, then you are in need of a systematic approach to logging all call interactions. At WordLayouts, we have designed a simple call log template that is easy to use and can be used for multiple purposes. This template is made for easy data entry and will help you stay organized and maintain a clear call record on a daily basis.
This call log template has two sheets: the main call log sheet for entering the basic details of the call and a configuration sheet for customization.
The call log sheet helps you record the specifics of each call, including the caller’s name, phone number, date, time, duration, call type, and status. An additional field for notes is provided for each call so that you can add any remarks or observations relevant to the specific call. The follow-up field offers checkboxes to add context to the interaction.
At the top of the sheet, each agent can personalize the record by adding their name, date, and duty hours.
The configuration sheet allows you to customize options for call types and statuses, which are reflected as drop-down menus on the main sheet. The fields for call types and status are also color-coded for quick reference.
You can easily customize this template by adding any columns according to your business needs, such as Priority or Purpose of Call, etc.
Sales professionals, customer service teams, support staff, freelancers, consultants, and small business owners who need an efficient way to manage and track their phone interactions can benefit from this simple call log template.
Frequently Asked Questions
Is this template available in multiple formats?
It is available in XLSX, XLTX, ODS, and Google Sheets formats.
How can I customize the call types and statuses?
You can customize call types and statuses using the configuration sheet. These options appear as drop-down menus on the main sheet. You can modify the existing options or add any custom options as well.
Can I add my company logo and name to the template?
You can insert your company logo and name into the designated space on the top of the main call log sheet.
Can I change the color coding for call types and statuses?
Yes, you can modify the color coding. Simply access the cell formatting options in your spreadsheet software to adjust the colors for call types and statuses according to your preferences.
