Sales/Leads · 38
Export calls to Excel
Returns the call log grouped into one workbook sheet per caller.
Every call logged, nobody forgotten
Log each call with its outcome and notes; give it a follow-up date and it shows up that day. Leads nobody has called yet wait in a list of their own.
The call log, next to the lead
Each row is a call: who called, the outcome, what was said, when to call again. A third failed call in a row closes the lead. The list exports to Excel by caller.
What you can do on Calls
Each is a button or a form in the app; every one is tied to role permissions and logged.
Save a call template
A quick note the call form can drop in — new, or an existing one edited and reopened.
Close a call template
Takes a template out of the picker.
Log a call
Records a call — and closes the lead when it is the third failure in a row.
Open a lead
Starts a sales pursuit for somebody already recognised as a customer.
Assign a lead
Gives the lead an owner, or returns it to the pool.
Move a lead
Moves the lead to another stage, and closes it when that stage is terminal.
Edit a lead
Changes the pursuit — its source, owner, note or trial length.
Start a trial
Begins the trial and records the day it began.
Restore a lead
Brings an archived lead back.
Export leads
The lead list as filtered, as rows — the leads screen turns them into a CSV.
How it connects to other modules
Calls is part of the Sales module and uses the same customer record and permissions.
Sales
Customers
Other sub-modules in Sales
Parts of the same module with a screen of their own.
Start from a ready template
Templates that use this screen’s actions or turn this module on.
WorkflowSales
New lead → assign to me and add a follow-up task
Every captured lead is assigned to you, with a task to call them.
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Questions about Calls
Export calls to Excel, Save a call template, Close a call template, Log a call, Open a lead, Assign a lead, Move a lead, Edit a lead, Start a trial, Restore a lead, Export leads.
It has its own row in the Sales menu; it is part of the Sales module and shows while the module is on.
The Sales module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.
Every call logged, nobody forgotten.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.