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Ensure that you have granted all three required permissions in your phone's Android Settings: Call Logs, Contacts, and Phone State. Additionally, please exclude DialSummary from aggressive device battery optimization (Settings > Battery > Battery Optimization > DialSummary > Don't Optimize), which prevents Android from pausing background sync.

Navigate to CRM Sync in your portal, click Import Leads, and select your .xlsx or .csv file. The interactive mapper will prompt you to match your spreadsheet columns (Name, Mobile, City, Stage) with DialSummary fields. You can also assign leads directly to specific team members upon upload.

From the web portal, navigate to Call History. In the call rows where audio was logged, click the play icon or copy the recording URL. Authorized managers can stream the audio in-browser, download the file, or generate an authenticated link to share with QA supervisors.

Yes. DialSummary supports private contact exclusions and selective working hour windows. In the mobile app settings, users can mark specific contacts or number prefixes as private, ensuring personal interactions remain completely confidential.

DialSummary includes automatic de-duplication. During import, you can choose to skip existing duplicate phone numbers, update existing records with new notes, or append the record to the existing customer history to preserve continuity.

Immediately after a call finishes, the DialSummary post-call popup prompts the caller to update the lead stage (e.g., Interested, Follow-up, Closed) and pick a scheduled reminder date/time. The details sync instantly to the web dashboard.

Managers can open Team in the dashboard, click Add Member, and invite agents via email or phone. Callers can only view their own assigned leads and personal analytics. Managers have company-wide access to review all employee calls, export organization reports, re-assign leads, and manage settings.

Simply install the DialSummary app from Google Play on the new phone and sign in with the existing account credentials. All company leads, previous call history, and profile settings will automatically restore from the cloud within moments.

WhatsApp call logging requires the Accessibility Service to be enabled. Open phone Settings > Accessibility > Downloaded Apps > select Dial Summary > toggle ON. Note: on Android 13+, you may need to allow "Restricted Settings" under App Info first.

DialSummary operates seamlessly even when an agent has poor or no internet connectivity. All call events and notes are safely buffered locally in encrypted SQLite storage and sync up to the cloud automatically as soon as mobile data or Wi-Fi reconnects.