---
title: "Phone calls"
slug: "phone-calls"
updated: 2024-10-08T15:22:02Z
published: 2024-10-08T15:22:02Z
canonical: "docs.zilliant.com/phone-calls"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Phone calls

Use phone calls to track one-to-one conversations with customers. Sales reps can maintain account information and customer contact details for external calls and employee details for internal calls.

## Create a phone call

1. From the application left navigation area, select **Activities**.
2. On the **All Phone Calls** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T13%3A00%3A24Z&se=2026-11-02T14%3A00%3A24Z&sr=c&sp=r&sig=EMbFxsKvH8WwGmoSn45LobxpTwiq%2BWxexsQAgIfgyqs%3D).
3. Enter information or make selections to define the phone call activity:
  - **Phone Call Name**—Enter the subject of the phone call.
  - **Account**—Select appropriate account to link to this phone call.
  - **Participant**—Select to add participants to this phone call.
  - **Phone Number**—Enter the phone number.
  - **Start Date / Time**—Set the date and time for when the phone call should start.
  - **Due Date / Time**—Set the due date and time for when the phone call should end.
  - **Status**—Default value is **New**.
  - **Priority**—Default value is **Medium**.
  - **Related To**—Select appropriate opportunity or quote to link to this phone call.
  - **Attachments**—Add relevant files.
  - **Description**—Enter a task description or any additional information.
4. Select **Create**.

## Configure phone calls

By default, tasks have the following characteristics when created:

- **Priority**—Set to **Medium**.
- **Status**—Set to **New**.

### Phone call status

          Note

          

You can't change the default option for a phone call status.

To check available phone call statuses:

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Select **Activity Phone Call Status**.

Phone calls have the following statuses available:

- 10—New
- 20—In Process
- 30—Completed
- 40—Cancelled

### Multi-language support for labels

To localize phone call status labels, perform the following steps:

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Select **Activity Phone Call Status**.
4. Select the status from the list, then select **Localization**.
5. Define translations for the status labels.
6. Select **Save**.