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.
1. To log a call, you need to capture the following details.
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Date/Time: Select the date and time of the call you had with customer using the calendar icon.
  6. Details: Input the call details in the textbox.
    
    Figure 1.0: Log a Call window

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.

Figure 1.2: Call details