Managing the 'Call Logs'
You can maintain all the call log details against the opportunity here. Here are the steps to do the same.
Click Call button.
'Log a Call' window displays as shown below.
Input the required details.
To log a call, you need to capture the following details.
Contact Name: By default, you will see the contact name tagged against this opportunity. However, you can change the contact if required using the dropdown.
Call Type: Select the type of the call from the dropdown.
Inbound: Select when you receive a call from your customer.
Outbound: Select when you call the customer.
Call Result: Select the conclusion of the call from dropdown.
Completed: When the customer attended your call and discussed.
No Answer: When the customer not received your call.
Left Message: When the customer left a message and dropped the call.
Not Reachable: When the call has not reached the customer.
Need Follow up: When the you need to follow up with the customer on few things.
Call Purpose: Select the purpose of the call from dropdown.
Follow up: When you follow up with the customer on the opportunity.
Marketing: When you commerce about the opportunity.
Request info: When you follow up with the customer on the opportunity.
Sales Prospecting: This is very similar to cold calling where you approach a customer enquiring about your product for services.
Support: This is very similar to regular after/during sales support where you approach the customer for extending any technical, functional, and billing related assistance.
Date/Time: Select the date and time of the call you had with customer using the calendar icon.
Details: Input the call details in the textbox.
After providing the details, click Create button. The created note displays in the timeline view.
Click the Call icon to see who captured the notes.
