Associate calls with CRM records

Associate calls with CRM records

  1. Click the Leads or Clients tab.
  2. Select the record for which you want to log a call.
  3. In the [Record] Details page, the existing call details, if any, are displayed.
    • Click Subject, Activity Type, Status, Due Date or Owner Name links to sort the display order of the records.
    • Click the Edit or Del link to modify or delete the call details respectively.
  4. Click the Log a Call link.
  5. In the Log a Call page, enter the call related details.
  6. Click Save, or click Save & Create Follow-up Task to save and create a follow-up task.

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