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 a call.
- In the Record Details page, tap on the details to get a list of available options.
- Tap Call [Record].
The call will be initialized using Skype. When the call is completed, you will be asked if you want to log the call. - Tap Yes to log the call.
- In the Call Details page enter the call information and tap Save.