Working a Lead
Making/Logging Calls
The phone call is perhaps the single most effective step in the sales process.
- It shows effort has been made.
- Keep regular contact
- Serve as reminder
Log a Call from Detail View
It may take a few steps, but logging (entering) info about a phone call is easier when Viewing the Lead (or Opp or Account)
Log a Call from anywhere in the CRM
The CRM is designed to get data in as fast and easy as possible.
So you have the ability to Log a Call from anywhere in the CRM.
BUT you have to locate the Lead, Contact, Opportunity etc. as part of the process.
