You can follow these steps to add a call log in ToolsonCloud Sales CRM.
Login to your ToolsonCloud Sales CRM account.
Navigate to the Call Logs page using the top navigation bar. This page will display the list of existing call logs (if your team members had added any call logs in the past).
On the top right corner, you should be able to locate a button titled "Log a Call". Click on this button. This action will display a form prompting the user to log a call.
Select the "Related Lead" with which you want to associate or link the Call log.
Select the “Related Deal” with which you want to associate or link the Call Log.
Next, select the "Related Contact" with which you want to associate or link your Call Log.
Next, select the time (from and to) when the particular call was made to the contact.
In the next field, select the "Call Type" as either “Inbound” or “Outbound” depending upon who made the call. If your sales team initiated the call, then it is called Outbound call, otherwise if the contact called themselves, then it should be referred as Inbound call.
In the next field, you can enter the "Call Notes". You can enter some of the key minutes of the call or any discussion notes which you would like to add for future reference and documentation.
Once done, you can click on the "Log" button to add the call log. Once added, you should be able to see a new record added on the Call Log list page. You can view the details associated with call log by clicking on the table row.
