BROKER GUIDE · UPDATED 10/09/2026

Make the call. Keep the outcome with the lead.

From a lead you can access, use the call action to open the phone’s dialler. After the conversation, record what happened and choose the next follow-up.

A useful call record takes three decisions.

  1. Choose the lead

    Open the buyer’s record and review the latest notes, contact preferences and next action.

  2. Make the call

    Use the available call action. The phone’s dialler handles the conversation.

  3. Record the result

    When you return, log the outcome and any useful note. Confirm the next action instead of leaving the record at “called”.

  4. Check pending work

    If your device is offline, review the visible queue and confirm that the supported queued action is saved after reconnecting.

What phone call capture does

Call from a lead, then record the outcome and next step. Manual logging works without call-history access. On supported corporate Android builds, optional call-log help can suggest a matching call's duration for you to review before saving.

This helper does not import incoming calls, calls started outside Saudaflow or your personal call history. It does not read your contacts or record call audio. Caller ID for incoming calls is a separate, opt-in Android feature that names a lead when they call. Calls to a configured company number are handled separately through the calling provider.

A call log records the activity you entered. It is not an audio recording, proof that the buyer answered or evidence of lead ownership.

Recordings depend on the calling setup.

Calling through a connected provider is a separate workflow. Recording availability depends on that provider and the workspace settings. Confirm the process with your workspace administrator before relying on a recording.

This guide does not promise an automatic disclosure, a particular language or automatic recording from the phone’s dialler.

Keep partner access clear.

Channel partners, the commission ledger, CP Connect and Buyer Connect require Professional Team or Custom.

A staff CRM seat and an external partner portal are different forms of access. The actions you see depend on your role and the surface you are using.

Leave a clear next step.

A useful note and a dated follow-up help the next person continue the conversation.