Click on John Doe's name
Clicking on John Doe's name opens the detailed contact view, allowing you to access and edit his information such as email and phone number.
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Geteilte Anleitung
Log a call for a contact in the CRM system
Log details of a call with a contact in the CRM system by accessing their profile and using the Log Call feature to record key information, including notes and call outcomes.
viktoriaLog details of a call with a contact in the CRM system by accessing their profile and using the Log Call feature to record key information, including notes and call outcomes.
Step-by-step Guide5 Schritte
Click here to view details
Clicking this will open a detailed view of the selected contact, providing access to their data highlights and recent activities.
Loading screenshot…100%Click the Log a call option
This action allows you to record details about a phone call made with the contact. You can specify the date, duration, and notes related to the call in the following form.
Loading screenshot…100%Type message in Log Call
Input details such as 'Called client to discuss onboarding' in the Log Call section to document your conversation with the client. This entry will be saved as part of the call log for future reference.
Loading screenshot…100%Click the Log Call button
This action opens the log call form where you can enter details about your conversation with the contact. You can specify the call outcome, direction, and associate it with related records.
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