How do I log a phone call?

Go to the Contacts module.

  1. Start by searching for the contact(s).
  2. Select the correct contact(s).
  3. Click the Create Activity button.
  4. Fill out the appropriate fields. (If you anticipate that you will be adding a lot of the same type of activities, you can click Save Defaults so each time you create an activity it will be pre-populated with the desired fields.)
  5. Click Create Activities.

For more information, see our article "How do I create new correspondence activities?"

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