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Tracking Missed Calls That Have Been Returned (CRM)

Overview This guide explains how to track when missed calls have been returned to leads, including current system limitations and available workaround solutions.

Current Limitation

There is no native "Call Returned" status that automatically links missed inbound calls to subsequent outbound calls. The system treats every call as a unique record, making automatic linking complex.


Recommended Solution: Custom Call Outcome Field

The most effective workaround is a custom Call Outcome field that reps manually update when returning missed calls.


Setup Steps

  1. Create a custom Call Outcome field with options like "Missed Call Returned"

  2. Train your reps to manually select this outcome when calling back a missed call

  3. Run reports filtered by that specific outcome to track returned call volume


Alternative: Custom Workflow Automation

For teams that need automation, custom workflows can potentially be built to handle this tracking. Be aware of the following limitations:

  • Complex to implement since calls are treated as distinct events

  • Requires sandbox testing to ensure reliable mapping without data errors

  • May not be 100% accurate in all scenarios

⚠️ Note: Contact Dazos Support to discuss building a tailored workflow solution for your specific use case.


Common Challenges

Manual Entry Burden: If your team is accustomed to automatic call tracking (like in CallRail), the manual process may be difficult to adopt consistently.


​Data Accuracy: Success depends entirely on reps consistently updating the Call Outcome field for every returned call.

πŸ’‘ Tip: Include the Call Outcome field update as a required step in your team's callback procedure to improve adoption and reporting accuracy.


βœ… Best Practice: Run weekly reports filtered by the "Missed Call Returned" outcome to monitor both team compliance and callback volume.


Related Resources

For more complex automation needs or custom workflow development, contact support to discuss building a tailored solution for your specific use case.

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