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Log a Call in an Account's Contact

Article: 000050813
Updated: July 25, 2024

An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place. Keep track of calls between sales representatives and account contacts.

Contacts can be key stakeholders whom you have started a conversation with, or leads who have reached out to you to start a working relationship. Adding contacts, or leads, to an account is a smart way to keep track of the individuals associated with a company.

In this article, you'll learn how to submit a record of your calls with a contact that is assigned to an account. 


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

 

Log A Call With A Contact

If a call has already been placed, either using the Sales Dialer or another method that is not connected to Lead Gen & CRM, you may want to record that communication for the sake of keeping your account activity organized. 

Log a call to or from a contact, create or edit an account from Sales > Accounts in the left toolbar. 

  1. Select the account where the contact is assigned. 

    Select the account

     

  2. Click the Settings icon next to the contact you would like to record a call for. 
  3. Click Log Phone Call

    Click Log Phone Call

     

  4. Choose Incoming Call or Outgoing Call. 
  5. Use the Select an outcome dropdown to choose from Spoke with Contact, Left a Message, and No Answer
  6. Enter any notes about the call in the Notes field. This is optional. 
  7. Finally, click Log Call.

    Click Log Call

     

All calls will be logged in the Activity section of the contact page's Overview tab. 

 


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