How to see who assigned a call to me

In MyCalls other users can assign follow-up calls to your diary. This guide will show you how to discover who has allocated a call to you.


Download a PDF version

Step 1: Click MyCalls

From the home screen, click the MyCalls tab.

How to see a salespersons allocation history 1-01


Step 2: Select a call

Click the call that you wish to see Allocation History for.

Then, click Allocation History.

My Calls Today-01


Step 3: Allocator history explained

You will now see the allocator history pop-up window.

Note Allocated By: Indicates who has allocated this call to you.

Note Allocated to: Indicates who this call has been allocated to (your name).

Allocated On: Is when the call was allocated to you.

how to allocated a call 3-01