Log a Call (Opportunity)
A phone call is the most common interaction between you and the Customer. Each call has the potential to create new business and/or maintain a good relationship. So it is important to log calls and make sure they get seen by the right person.
Calls are "connected" to a Lead, Opportunity, Account etc. Just like everything else in your CRM.
Quick Call
The fastest way to log a call is using the Quick Create menu at the top of every screen.
- Click on the white PLUS symbol
- Click "Log Call" from the Menu

There are 6 steps you will need to enter or change the data:
- Subject - a short reason for the Call (need estimate, have question, leak, etc).
- Description - detail of the conversation
- Related to Module (dropdown) The Module (Lead, Opportunity, Account etc.) this call is connects to
- Related to Name (search) The name of the Module record (Lead Name, Opp Name etc.)
- Assigned (search) The Sales Rep is responsible for follow up
- SAVE & SEND INVITEES
So lets get started . . .

Searching


Module Search
