Returns note activity logs by user within a given date range.
Note: This report is scoped to a single CRM instance. To query other branches, run the request against each relevant {crm_id}.
Send the following parameters in the request body under the filters object:
{
“filters”: {
“fromDate”: “2025-08-01”,
“toDate”: “2025-08-09”
}
}
{
“status”: 1,
“msg”: “Success”,
“data”: [
{
“user”: “Jane Doe – 2469”,
“warm_transfer”: 0,
“ai_insights”: 0,
“connected_no_transfer”: 0,
“call_back_requested”: 0,
“not_interested”: 1,
“meaningful_conversation”: 0,
“general”: 0,
“phone_call”: 803,
“lvm_/_sent_video”: 0,
“next_steps_identified”: 0,
“information_sent”: 0,
“transaction_secured”: 0
},
…
{
“user”: “John Doe – 2546”,
“warm_transfer”: 0,
“ai_insights”: 21,
“connected_no_transfer”: 0,
“call_back_requested”: 0,
“not_interested”: 3,
“meaningful_conversation”: 0,
“general”: 38,
“phone_call”: 1570,
“lvm_/_sent_video”: 0,
“next_steps_identified”: 0,
“information_sent”: 0,
“transaction_secured”: 0
}
]
}
