The Excluded Calls page shows calls that came into your connected CRM but were not analyzed in Shilo because they matched your filtering preferences. You can review these calls and choose which ones to analyze.
Open excluded calls
Open Shilo.
Go to the Calls tab.
Select Excluded and Flagged Calls in the top right.
Open the Excluded Calls tab.
Review why calls were excluded
Excluded calls may be filtered out because of your settings, such as stage preferences or other call filters. Use the available filters to narrow the list by the reason the call was excluded.
For example, if calls were excluded because of a stage preference, select that filter, choose the stage, and apply the filter.
Analyze an excluded call
Find the call you want to bring into Shilo.
Open or select the call.
Select Analyze.
Shilo will analyze the call and add it back into your Shilo call data.
If you cannot find the call
If the call exists in your CRM but was filtered out, you can usually find it in Excluded Calls. If the call is not in your CRM or did not record there, it may need to be uploaded manually.