---
title: Phone Calls Settings
slug: phone-calls-settings
icon: 📊
docTags: 
createdAt: 2025-03-04T18:37:06.632Z
---

## 1. Introduction

The **Phone Calls** section in the **Storagely Dashboard** provides facility operators with a detailed overview of inbound phone call data, lead tracking, and marketing source attribution. This feature helps businesses analyze **call volume, customer interactions, and the effectiveness of their marketing channels** while also allowing **data filtering and export functionality** for further insights.

## 2. Navigating to Phone Calls Settings

To access the **Phone Calls** report:

1. Log in to your **Storagely Dashboard**.
2. In the **left sidebar menu**, click on **Marketing Source Setup**.
3. Select **Phone Calls**.


   ::Image[]{src="https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/F7QVPkPO0Fb_idVkOzxFR_screenshot-2025-05-28-at-124744-pm.png" size="46" width="371" height="641" position="center" darkWidth="371" darkHeight="641" showCaption="false"}

## 3. Understanding the Phone Calls Interface

### A. Phone Call Data Table (Displayed in the Dashboard)

The table provides **real-time call tracking data** with the following columns:

- **Location** – The storage facility where the call was directed.
- **Lead Type** – The type of interaction (**Phone Call, Transaction, or Event**).
- **Lead State** – Status of the lead (e.g., **Completed, In Progress, Missed**).
- **Event** – The specific event associated with the call (e.g., **Form Submission Rental, Call Inquiry**).
- **Marketing Source** – The source that led to the call (**Google** **Organic**, **Google Ads**, **Direct Traffic**, **Referral Sites**).

  ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/rxMgAPYXELWP5JfyfFzjN_screenshot-2025-05-28-at-12807-pm.png)

### B. Filtering & Searching Calls

Operators can:

- **Filter calls by date range** using the date selector.

  ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/RCv3BuYN1wZja_k1jThGV_screenshot-2025-05-28-at-13056-pm.png)
- **Sort by column headers** to organize data (e.g., sort by Lead Type or Marketing Source).

  ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/Rqr9AP6cniepOEzxpurLy_screenshot-2025-05-28-at-13426-pm.png)
- **Search for specific leads** by entering a keyword, phone number, or marketing source.

  ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/AzbkZpEboLwxeZxJTGEfa_screenshot-2025-05-28-at-13954-pm.png)

### C. Exporting Call Data

Users can export call data by clicking the **“Export”** button, which generates a **CSV file** containing more detailed call tracking data.

![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/kg5OpTusTXuZmAfPIwQ6w_screenshot-2025-05-28-at-14153-pm.png)

## 4. How to Use the Phone Calls Report

### Step 1: Review Call Data in the Dashboard

1. Navigate to the **Phone Calls** section.
2. Use the column filters to analyze **lead type, marketing attribution, and completion status**.

### Step 2: Filter & Search Calls

1. Use the **date range selector** to filter calls within a specific time frame.
2. Click on **column headers** to sort data (e.g., by Lead Type or Marketing Source).
3. Use the **search bar** to locate calls by **marketing source, location, or event type**.

### Step 3: Export Call Data for Analysis

1. Click the **“Export”** button at the top of the table.
2. Select the preferred **date range** for the export.
3. The system will generate a **CSV file** containing all call-related data.

## 5. Understanding Exported Call Data

The exported **CSV file** contains additional details beyond what is visible in the dashboard.

**Exported Data Columns:**

- **Call Date & Time** – The timestamp of the call.
- **Location Name** – The facility where the call was directed.
- **Marketing Source** – The marketing attribution for the call.
- **Lead Type** – Indicates whether the call is a **new lead, returning inquiry, or transaction**.
- **Lead Status** – Status of the call (**Completed, In Progress, Missed**).
- **Event Type** – The specific event linked to the call (**Move-In Inquiry, Form Submission Rental**).
- **Sales Value** – If applicable, the estimated value associated with the lead.

## 6. Best Practices for Call Tracking

✅ **Use lead source data** to optimize marketing spend on high-performing channels.
✅ **Regularly review completed calls** to assess customer interactions and service quality.
✅ **Ensure marketing sources are mapped correctly** to avoid misattribution.
✅ **Export and analyze call data frequently** to refine customer outreach strategies.

## 7. FAQs & Troubleshooting

**Q1: Why is some call data missing?**
A: Some calls may not have marketing source data if the tracking system was unable to identify the origin.

**Q2: How can I track which marketing source led to the call?**
A: The **Marketing Source** column provides attribution details for each call.

**Q3: What should I do if call data isn’t updating?**
A: Ensure that **data synchronization** is running properly or contact **Storagely Support** for assistance.

**Q4: What’s the difference between the dashboard data and the exported data?**
A: The **dashboard view** provides a **summary of recent calls**, while the **exported file** contains **more detailed fields** such as lead status and estimated sales value.

*As always, if you have any questions during this process, our Customer Success Team is here to help. The best way to reach us is by submitting a support ticket.*

**[Submit a Ticket](https://d1s7s.share.hsforms.com/297GkKIsiTSmDgSKUYT9s2g)**