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Call Disposition Report
Orum writes all activity to SFDC, allowing you to build reports and dashboards. The report that will help you get the most out of Orum is the "Call Disposition Report." This shows what types of calls occurred and how many of each type, segmented by user. SDR's can quickly figure out which leads to scrub, enrich, or remove from a list. To create this report in SFDC: Go to Reports and Create New Report Choose Activities Choose Report Type: Tasks and Events and Create Make sure Sh
What types of reports does Orum support?
The reports we support are below: Leads Contacts Contacts and Accounts Activities with Leads Activities with Contacts Campaigns with Leads Campaigns with Contacts Opportunities (if you have at least one custom phone field on the Opportunity object) Orum does not support reports that contain both leads and contacts.
Activity Type Field
When logging dispositions, Orum will set the activity type to "Call" by default. If you want to set it to a different value, contact us and we can change this. If the type field isn't being set at all, you may not have it visible to the API, at which point Orum cannot write to it. To change this, in Salesforce, go to Setup > Customize > Activities > Task Fields and click on the field "Type". You should see a button "Set Field-Level Security." Click on that, then hit the checkbox where it says "
Can I edit SFDC/Outreach fields in Orum?
Yes, we allow you to edit fields that are included in your lists. Make sure the fields are present in your SFDC reports or Outreach lists, and they'll automatically be editable when you connect with a prospect. We support editing values in almost all SFDC field types: string, picklist, boolean, url, textarea, phone, double, int, currency, email, address, percent, datetime, date, time, and multipicklist. If you'd like to modify some activity fields (e.g. call notes and type), just contact us an
My reports are not showing up
First, ensure the report is saved to a folder that is accessible to all users, like “Unified Public Reports”. Second, try typing the name of the report in the search box. The dropdown only shows recently accessed reports by the person who is logged in.