Help CenterPlatform · Outbound

Call History

Review, filter, correct, and export calls with full-history totals and stable result choices, even when a selection has no matches.

Updated Sep 2, 2026 10 steps 15 questions answeredOpen this page in the platform
On this page

Overview

Call History lets you review, filter, correct, configure, and export campaign calls for the selected client. Search covers contact details, Discovery, contact and feedback notes when authorized, transcript text, AI analysis, prospect phone, and outbound From Number. The table can show and sort caller IDs alongside contact and call details. Result corrections preserve the distinction between call history and contact state: NTRP outcomes move the associated contact to Unqualified, while call-only outcomes such as Invalid Number leave the contact status unchanged. A history-only export downloads as CSV, while any export that includes recordings or transcripts downloads as ZIP. The selected quick view and active call and contact filters carry into either format. On narrower screens, SalesHive keeps the core review columns aligned and moves supporting fields into Additional call details. Imported old-platform records whose source never stored a disposition appear as Legacy (no disposition), not Did Not Answer or Unknown. Other unmatched imported results appear as Legacy (other). These records stay available as history but do not count as CRM dials or connections. The calls, meetings set, recorded, and talk-time band is calculated on the server across the entire current filtered result set, not only the visible 100-row page. The main Call result picker keeps the standard result taxonomy available even when the active selection returns no calls, so you can replace or clear that selection without resetting the page. Observed imported or custom results are added when available.

How to use this page

  1. Select a client and review calls

    Choose the client, then use Outbound Calls or Inbound Calls. The total calls figure beside the heading reports the current list total. In Find and scope, Search calls can match contact name or email, title, company, website, Discovery, contact notes, call notes, transcript text, AI analysis, prospect phone, outbound From Number, and feedback notes when you are authorized to view them. Narrow further by Campaign, Caller, or Call result. Imported legacy calls remain available for historical review. If the source stored no disposition, the row says Legacy (no disposition) instead of treating it as Did Not Answer or Unknown.

  2. Use a quick view and read the full summary

    Choose Latest calls, Connected calls, Warm leads, Meetings set, or Listen to calls to focus the list on a common review view. The calls, meetings set, recorded, and talk-time band covers the entire selected view and active filters across every result page, while the table shows the current page. The selected quick view also carries into CSV and ZIP downloads.

  3. Open a linked call from Contact Detail

    In a contact's Activity timeline, select Open call record on a call. Call History opens the matching call for the same selected client and expands its row, including the available details, recording, and summary.

  4. Tailor the table columns

    Select Columns to show or hide supported fields and change their order. From Number identifies the outbound caller ID used for the call and can be sorted like other supported text columns. Available fields also include contact, company, person and company location, industry, department, management level, Disposition Umbrella, Connected, and Meeting Booked. The selected client keeps the column preference for future visits.

  5. Filter the call result and contact properties

    Select More filters to open Call and contact property filters. Under Call Result, choose one or more values with Is any of, then use Clear call result to remove that rule. The list includes standard results plus results found anywhere in the full current filtered set, including later pages. The Legacy import group contains Legacy (no disposition), Legacy (other), and older Unknown records so imported evidence can be reviewed separately from real CRM outcomes. Add property remains a separate builder for contact and company fields such as title, company, department, industry, or location. Select Apply filters when the rules are ready.

  6. Recover from a no-result selection

    Open the main Call result menu when an active result selection shows No Results. The standard grouped results remain available even when the current list is empty. Choose a different result, select a whole group, or use Show all results to return to the full list.

  7. Correct a disposition

    Use the Result dropdown directly in a row to correct its disposition. NTRP and NTRP - Sent Info stay on the call log and move the associated contact to Unqualified so future cold outreach stops. Call-only outcomes such as Invalid Number change the call record without overwriting the contact status. A failed save restores the prior result. The next page or filter refresh recalculates the server-backed full summary.

  8. Read and download a transcript

    Expand a call to review its transcript. Live role-aware entries show SDR and PROSPECT. When post-call diarization can distinguish voices but cannot prove their roles, SalesHive preserves labels such as SPEAKER A instead of assuming the unknown speaker is the prospect. The same labels carry into the single transcript download and ZIP transcript files.

  9. Download a CSV or ZIP

    Select Export call history to open Export contents. Keep only Call history selected to use Download CSV. Select Recordings, Transcripts, or both to use Download ZIP. The selected quick view and active call-result, call-level, and contact-property filters are included. The call history CSV includes the prospect Phone, Phone Type, outbound From Number, Result, Disposition Umbrella, Connected, and Meeting Booked fields.

  10. Review calls on a smaller screen

    Scroll the table horizontally when needed. At narrower widths, SalesHive keeps the core Contact, Result, Recording, Summary, Duration, and Date columns aligned and hides supporting fields such as domain, company, prospect phone, From Number, campaign, and user from the main row. Expand the call to see those fields in Additional call details.

What the buttons do

Open call record
Contact Detail activity link that opens and expands the matching Call History record.
Columns
Opens the saved column picker for showing, hiding, and ordering Call History fields, including From Number.
Call result
Filters the list by one or more grouped dispositions. Standard choices remain available when the current selection has no matches.
Show all results
Clears the main Call result selection and returns to all results that match the other active filters.
More filters
Opens separate Call Result and contact-property controls, including the Legacy import result group.
Clear call result
Removes the Call Result property rule without changing contact-property rules.
Add property
Adds a contact or company property rule to the filter builder.
Apply filters
Applies the selected call-result and contact-property rules.
Download transcript
Downloads the expanded call's transcript when the recorded call has consent provenance, preserving its displayed speaker labels.
Export call history
Opens the export contents chooser for the selected quick view and active call list.
Download CSV
Downloads filtered call history directly as CSV when Call history is the only selected export item.
Download ZIP
Downloads the selected recordings or transcripts, plus call history when selected, in one ZIP file.
Result
Corrects a historical call disposition. NTRP outcomes move the associated contact to Unqualified, while call-only outcomes leave the contact status unchanged.
Summary band
Shows calls, meetings set, recordings, and talk time across the full current filtered result set, not only the visible page.

Common questions

The total calls figure and summary band cover the full current call list for the selected client, direction, quick view, search, and applied filters. Pagination below the table shows only the visible result range.
From Number is the outbound caller ID that SalesHive used to place the call. Phone remains the prospect number that was dialed. Older calls without a stored caller ID show a blank fallback.
It checks the selected client's contact name, email, title, company, website, Discovery, contact notes, call notes, transcript, AI analysis, prospect phone, and outbound From Number. Feedback notes are searchable only for viewers who are authorized to access call feedback.
Yes. Enter the full or partial outbound number in Search calls. The same search also checks contact name and email, title, company, website, Discovery, contact notes, call notes, transcript text, AI analysis, prospect phone, and feedback notes when you are authorized to view them.
Use the main Call result menu for a quick grouped selection, or open More filters, select one or more values under Call Result, and choose Apply filters. The More filters rule stays separate from contact-property rules.
SalesHive keeps the standard call-result taxonomy available so you can replace or clear a no-match selection. Choose another result, select a result group, or use Show all results. Imported or custom results also appear when they are found in the filtered history.
Yes. Choose call-result values, add any contact or company properties you need, and select Apply filters. The active rules work together.
Yes. Both CSV and ZIP exports use the selected quick view plus the active direction, search, campaign, caller, result, date, review, call-result property, and contact-property filters.
Choose only Call history to download a CSV directly. If Recordings or Transcripts is selected, the download is a ZIP so SalesHive can package the selected files together.
The post-call transcript distinguished a voice but did not prove that person's role. SalesHive keeps the neutral speaker label in the page and transcript downloads. Existing live SDR and Prospect labels remain role-aware.
Disposition Umbrella is the parent category for the call result. Connected shows a check when that result counts as a connection, including Referral, Unqualified, and Blacklisted. Meeting Booked shows a check only when the call booked a meeting. Non-connections stay blank.
Yes. Select a new Result disposition in the table. NTRP and NTRP - Sent Info remain on the call and move the associated contact to Unqualified. Call-only outcomes such as Invalid Number change the call log without replacing the contact status. A failed save restores the prior result.
SalesHive hides supporting columns from the main row so the recording and summary stay readable. Expand the call to see its title, domain, company, prospect phone, From Number, campaign, user, and date in Additional call details. Your saved Columns choices are unchanged.
The call was imported from the old platform. Legacy (no disposition) means the source never stored a call result. Legacy (other) means the saved legacy status did not match a known result. SalesHive keeps both rows as historical evidence but does not count them as CRM dials or connections.
Call History displays up to 100 rows on one page, but the calls, meetings set, recorded, and talk-time summary covers every matching call across all pages. Use the pagination controls to review the remaining rows.
More in Outbound
Campaigns Email History Inbox Manual Dialer
Still stuck?

Get an answer from a real person

These guides cover the everyday questions. For anything they miss, we are easy to reach.

Book a strategy call

Ready to fill your pipeline?

Choose a 30-minute time and we will map out exactly how SalesHive can book meetings for your team.

Loading available meeting times