Once a lead is qualified, it may be time to reach out to them over the phone. It would be very difficult to keep up with your sales process if you didn't know when you reached out to certain leads or when certain leads reached out to you. In SharpSpring, you have the ability to log a call -- both incoming and outgoing. Logged calls show up in the contact's Life of the Lead not only showing when that call took place but also any notes that you decided to write down pertaining to that call. In this article, we're going to walk you through how to log a call in SharpSpring.
The following User Roles have access to view audit logs:
- Sales Manager
- Marketing Manager
- Jr. Salesperson
Follow these steps to log a call on a contact.
Step One: On the toolbar, hover over Contacts, then on the drop-down, click Contact Manager.
Step Two: Locate your contact and click into their contact record
Step Three: You can log a call for that contact in one of two ways:
- On the far right, click Options, then on the drop-down select Log Call
- On the left under Contact Information hover over the contact's phone number and select the icon Log Call Results
NOTE: The contact must have a phone number in their profile for a call to be logged. You cannot log a call without a contact's phone number.
Step Four: Once clicked, a pop-up will appear where you choose whether this call was Incoming or Outgoing. You have the option to choose from 3 different call results (Spoke With Contact, Left A Message and No Answer) in addition to a notes section where you can write down any important details about your call:
Step Five: Every logged call shows up in the contact's Life of the Lead and Overview page.
Life of the Lead:
Congratulations! You've successfully logged a call to a contact in SharpSpring.