Click the CRM link
Clicking the CRM link will take you to the Customer Relationship Management section, where you can manage contacts, view interactions, and analyze customer data.
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Log an activity on a deal in your CRM
Log an activity on a deal in your CRM by documenting phone calls and outcomes to maintain accurate activity history and enhance deal management for future reference.
viktoriaLog an activity on a deal in your CRM by documenting phone calls and outcomes to maintain accurate activity history and enhance deal management for future reference.
Step-by-step Guide7 steps
Click the Deals section
This will navigate you to the Deals page, where you can view and manage all your sales deals and opportunities.
Loading screenshot…100%Click the HMO deal name
Clicking the HMO deal name will open the detailed view of the selected deal, allowing you to view and edit deal information.
Loading screenshot…100%Click the More Activities menu pop up
This action will display additional options related to the current deal, allowing you to access more functionalities and settings for better management.
Loading screenshot…100%Click the Log a call option
This action allows you to document a phone call made regarding the selected deal. After clicking, a form will appear for you to enter call details.
Loading screenshot…100%Enter call details in the Log Call window
Fill in the relevant fields such as call outcome and direction to document the call. This information will be saved under the deal's activity history for future reference.
Loading screenshot…100%Click the Log Call button
This action opens a dialog where you can record details of your call, including outcomes and next steps related to the deal.
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