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 did not know when you reached out to certain leads, or when certain leads reached out to you. In SharpSpring, you have the ability to log calls—both incoming and outgoing. Logged calls show up in the contact's Life of the Lead. Not only do these entries show when that call took place, but also provide any notes that you decided to write down pertaining to that call. This article will detail how to log a call in SharpSpring.
The following user roles can view audit logs:
- Sales Managers
- Marketing Managers
- Jr. Salespersons
To log a call on a contact, do the following:
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.
Once logged, the event will appear in the contact's Life of the Lead.