Collaboration with PhoneSlate
PhoneSlate lets you log and manage calls as a team, on any device.
Fits Any Team
Every office is different. That’s why we designed PhoneSlate’s collaboration features to be as flexible as possible. Whether you’re working on your own or as part of a large team, PhoneSlate can make sure your business never misses an important call.
Your Phone Sheet
In PhoneSlate, each user has his or her own phone sheet. This is where you log calls that you make or need to take action on.
Accessing Other Phone Sheets
If you’re working with teammates, just request access to their accounts using their email addresses.
Managing Calls for Teammates
When you have access to a teammate’s account, you can access their contacts, add calls to their phone sheet, and edit or update their calls.
Producing Summaries and Printouts
If you have access to multiple phone sheets—a receptionist who takes calls for several bosses, for example—you can view all the calls for your company or filter by teammate. Create summaries and to-do lists for each person in your office and share them as an email, a web link, or a printout.
If your team changes, it’s easy to revoke access or add new collaborators.
Want to learn more? Email us at firstname.lastname@example.org.