PhoneSlate is a call log app that makes it easy for teams and individuals to log and organize phone calls.
The main page of PhoneSlate is the call log, where you can see a list of active calls for a team. You can filter the calls you're viewing using the tools in the filter bar.
You can edit any call inline to add notes or change the status of the call. When you update a call status, the time and date of the call will be automatically updated as well. You can see the call's history by clicking the "More" button.
To add a new call, just click the big red Plus button in the bottom right-hand corner of the call sheet. This will open the New Call form, where you can add a call.
Click on your name or email address in the upper right-hand corner of the app to see your user drop-down. This is where you can access your account information and the Settings for your organization, if you are an organization or team administrator.
Organization administrators can view the Users tab when in Settings. This is where you can invite users to your organization, or edit or remove existing users.
Each organization may have multiple teams. On the Teams tab in settings, you can edit existing teams to add or remove team members, change the team name, or edit team statuses. You can add a new team with the red Plus button in the bottom right-hand corner.
In PhoneSlate, a user can be on multiple teams. An assistant might be on two teams for two separate execs, for example. Your current team is displayed next to the PhoneSlate logo in the main nav bar. Click on the team name to switch between teams. When you're in settings, this dropdown will show your organization name instead of the current team.
Those are the basics! There's more detailed information about how to import contacts and add new team members in our Getting Started articles.