Log a Completed Call

Log a Completed Call

  1. In the Activities module, click New Call.
    You can also add call details from within a record by clicking the Log a Call link in the Open Activities related list.
    • Specify the Subject of the call.
    • Select the Call Type as Inbound or Outbound.
    • Select the purpose of the call from the Call Purpose drop-down list.
    • Specify the Contact/Lead name from whom the call came or to whom the call is made.
    • In case of a call from/to a contact, select the Related To record, if required.
    • In the Call Details section, click Completed Call/Schedule Call.
      By default, Current Call is selected.
    • Enter the Call Duration of the call in minutes and seconds.
    • Specify Description and Call Result.
  2. Click Save, or click Save & Create Follow-up Task to save and create a follow-up task.

Note

  • The Related To field will be available only if you are calling a Contact.
  • The details of the call will be available in the Activities tab.
  • You can mark the Call Duration and Call Start Time fields as non-mandatory.
  • Once the call is marked as completed, you will not be able to edit the record entry.

    • Related Articles

    • Log a Current Call

      To log a current call In the Activities module, click New Call. You can also add call details from within a record by clicking the Log a Call link in the Open Activities related list. In the Log a Call page, do the following: You cannot add custom ...

    • Log Call in iPad

      After making calls to your customer, you can instantly log your calls with the log a call feature. Note You can log only outbound calls. To log a call Go to the Leads, Accounts, Contacts, Tasks or Calls module. Tap a record to which you want to make ...

    • Can I disable Log a call option for selected users?

      No. Call log is tightly integrated with the Activities module. If you want to disable, you have to disable the Activities module for the users' Profile.   

    • Call Logs

      The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who ...

    • 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 ...