Page 12 - Freshworks Expert Guide Book

Adding to the Call Log

Indicate if the
call is incoming
or outgoing.
Add an out
come of how
the call went.
If you create the
To add to the call log entry in
call log, begin the customers
on the contacts page, the
page and click In the notes field, you need to association and
on Add Sales log a summary of the name fields will
Activity. Then conversation, so you have be entered in
click on Add record of what was discussed. automatically
Call Log.

Click “Save” or when you click on the
arrow next to the Save button, you will be
given two choices. You can add a
follow-up task so you remember to check in
on the customer.

Table of Contents ፧☰ *See Creating
a Task page