Help CenterPlatform · Outbound

Call History

Review, search, correct, and export calls while preserving safe contact status behavior.

Updated Sep 1, 2026 9 steps 13 questions answeredOpen this page in the platform
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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.

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

    Choose Latest calls, Connected calls, Warm leads, Meetings set, or Listen to calls to focus the list on a common review view. The call count, meeting count, recording count, and talk-time summary update with the selected view and filters. 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 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. 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. The table, filters, summaries, sorting, and export update optimistically, and an error reverts the change.

  7. 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.

  8. 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.

  9. 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.
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.

Common questions

The total calls figure beside Find the calls you need shows the current call-list total for the selected client, direction, search, and applied filters. Pagination below the table shows the visible result range when more than one page is available.
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.
Open More filters, select one or more values under Call Result, and choose Apply filters. This rule filters the call log itself and stays separate from contact-property rules.
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.
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