Log a Call in an Account's Contact

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.

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. 
   
   

    

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

    

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

Questions?