Notion – Call Tracking Log Template

Use this template to keep track of incoming and outgoing calls. Log the time of the call, who was being contacted and note contact details and actions to be taken. A call log is useful for tracking calls made from your phone. The call log allows you to view all incoming and outgoing calls, along with the date and duration of each call. This information helps you keep track of important business contacts, and also provides insight into how often you communicate with certain individuals.

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What you need before purchase

Basic knowledge of how to use Notion
Paid Notion account if you want to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:

Click on the template download link in Gumroad
When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
The template will now be available in your own Notion account

For ongoing use, the steps are:

Login to Notion and select the template you want to view
Click on the Duplicate link in the top-right of your screen to create a copy to use
You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again

What is a Call Tracking Log Template?

A Call Tracking Log Template is a pre-designed document or format used to record and track incoming and outgoing calls in a business or organization. It provides a systematic way to log important details related to each call, such as the caller’s name, contact information, purpose of the call, call duration, outcome, and any follow-up actions required.

A typical Call Tracking Log Template includes the following components:

Call Details: This section captures the basic information about each call, including the date and time of the call, the caller’s name, contact information (phone number or email), and any additional relevant details (e.g., account number, reference number).
Purpose of the Call: The template includes a section to record the purpose or reason for the call. It can be a brief summary of the topic or issue discussed during the conversation.
Call Duration: This section allows you to note the duration of the call, i.e., the length of time spent on the call. It can help in analyzing call patterns and identifying any lengthy or time-consuming calls.
Outcome and Action Items: The template provides a section to record the outcome or result of the call. It can include details such as the resolution reached, tasks assigned, next steps, and any follow-up actions required. This helps ensure that the necessary actions are taken and progress is tracked.
Notes and Comments: A section for notes or comments allows you to capture any additional information or important points discussed during the call. It provides space to document any specific details or context that may be relevant in the future.
Follow-up Actions and Deadlines: If there are any follow-up actions required after the call, the template may include a section to note down the actions, assign responsibilities, and set deadlines for completion. This ensures that the necessary follow-up is not overlooked and helps in tracking the progress of tasks.

By utilizing a Call Tracking Log Template, businesses and organizations can maintain a record of their communication with clients, customers, or other stakeholders. It helps in monitoring call activities, identifying trends or patterns, ensuring accountability, and facilitating effective follow-up actions. Moreover, the log provides a historical reference for future interactions and assists in providing better customer service or resolving any issues that may arise.

How do I create a Call Tracking Log Template in Notion?

To create a Call Tracking Log Template in Notion, you can follow these steps:

Open Notion: Launch the Notion app or access Notion through your web browser.
Create a new page or database: Click on the “+” icon in the left sidebar to create a new page or database. Give it a title, such as “Call Tracking Log Template.”
Set up the structure: Determine the components and sections you want to include in your template. You can have sections like “Call Details,” “Purpose of the Call,” “Call Duration,” “Outcome and Action Items,” “Notes and Comments,” and “Follow-up Actions and Deadlines.”
Add headers and subheadings: In the page or database, click on the “+” icon below a section to add a new block. Choose the “Header” or “Subheader” option, and enter the appropriate title for each section or subheading.
Customize the template: Below each section, add the necessary content or structure. You can use a combination of text, bullet points, tables, or any other elements you find suitable. For example, in the “Call Details” section, you can create fields for the caller’s name, contact information, and call date and time.
Format and style: You can format text, apply headers, change colours, and adjust the layout to make your template visually appealing and easy to navigate. Utilize the formatting options available in Notion’s toolbar to customize the appearance of the template.
Save as a template: Once you’ve created your Call Tracking Log Template, save it as a separate page or database. You can duplicate this template for future call logs by right-clicking on it and selecting “Duplicate” or using the “Duplicate” option in the page or database settings.
Reuse and customize: Duplicate the template whenever you need to track calls. Update the relevant sections and fields to tailor the template to the specific call, including the caller’s name, contact information, the purpose of the call, call duration, outcome, notes, and any follow-up actions or deadlines.

By creating a Call Tracking Log Template in Notion, you can efficiently record and track your communication with clients, customers, or other stakeholders. Notion’s flexibility allows you to customize the template to fit your organization’s unique requirements, and you can easily duplicate and reuse the template for future call tracking, saving time and ensuring consistency in recording call details.

Notion – Call Tracking Log Template