Calls & follow-ups
The call is the moment of truth in Calliyo. Every other feature exists to get the right lead to the right agent at the right time so a call can happen — and to capture what came out of that call so the next one is informed.
This section is a deeper reference for everything around calls:
- Call statuses explained — what each status means and when to pick it.
- Call history — finding, filtering, and exporting past calls.
- Notes vs. follow-ups — they share storage, but you use them differently.
For the how of placing and logging a call, see Lead lifecycle → Call.