Viewing completed calls from accounts

Tap on the Filing icon to see the activity history for the account. Here you will then see the Contacts, Accounts and Content used in the call. In the sessions tab you can see the call details with thumbnails of the content shown and key data collected (if content has been coded to do so) and finally, the post call reporting section selections for the call.

Note: it is not possible to view the content shown and key data collected at a slide level for Remote calls.