Log a Current Call

Log a Current Call

To log a current 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.
  2. In the Log a Call page, do the following:
    You cannot add custom fields in the Log a Call page. However, you can customize the existing fields using page layout customization.
    • 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 Current Call.
      By default, Current Call is selected.
    • Click Start.
      The call timer indicates the duration of the current call.
    • Click Stop when the call is completed.
      The Call Start Time and Call Duration are automatically updated.
    • Specify Description and Call Result.
  3. Click Save to save the current call.
  4. 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 user who logs a call is the Call Owner and you cannot change the owner of the call.
  • The details of the call will be available in the Activities tab.

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