Phone Call How To's
3 Docs
Creating a Group of Calls
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. Call records are a great marketing tool to track who needs to be called for upcoming sessions and appointments. You also might want to make a call record for a client that is overdue on a payment or still...
Finding Calls
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. Finding a List of Today’s Uncompleted Calls To find a list of phone calls that must be made today, open the Calls hub. The hub defaults to show all of your uncompleted calls, in order of past due phone...