Log a Phone Call

1. Search for your Contact open their Contact Card.

2. Click the Note Icon.

3. Input the Note Date.

4. Select Phone Call - Inbound or Phone Call - Outbound from the Category drop-down as applicable.

5. For the Category Phone Call - Outbound select the Outcome as Connected, Left Voicemail or No Answer

6. Input your Headline and Description as applicable.

7. Assign a Property and Assign To as applicable.

8. Select to Publish Note if you would like all relevant staff to view the note.

9. Select to Add as a Task if applicable.

10. Click Save to log your phone call.