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.

    • Related Articles

    • How do I import Notes, Tasks, Events or Calls and associate it to other records?

      You can import Notes, Tasks, Events, and Calls using the Migrate Data from other CRM feature. While importing, you may have to associate the imported notes, tasks, events or calls with other records in CRM. In order to do so, you need to have the ...

    • Associate Related Records

      You can create and associate the following to the various records from your iPhone: In Leads: Events, Tasks, Notes, Calls, Attachments In Accounts: Events, Tasks, Notes, Calls, Contacts, Potentials, Attachments In Contacts: Events, Tasks, Notes, ...

    • How to associate campaign with other records?

      To associate campaign with other records follow the steps below: Go to the "Campaigns" tab and select the campaign. In the <Campaign Name> page, update the following details: Open Activities: To add tasks and events. Closed Activities: To display the ...

    • How to associate campaign with other records?

      To associate campaign with other records follow the steps below: Go to the "Campaigns" tab and select the campaign. In the <Campaign Name> page, update the following details: Open Activities: To add tasks and events. Closed Activities: To display the ...

    • Log Calls

      You can make calls to the CRM records from you mobile phones and log them after the call is complete. Go to a module and select a contact for whom you want to make a call. In the [Record] Details screen, tap on the phone to call. When the call is ...