An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place.
Adding contacts, or leads, to an account is a smart way to keep track of the individuals associated with a company. Contacts can be key stakeholders who you have started a conversation with, or leads who have reached out to you to start a working relationship.
In this article, you'll learn how to submit a record of your calls with a contact that is assigned to an account.
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Log A Call With A Contact
If a call has already been placed, either using the Sales Dialer or another method that is not connected to Lead Gen & CRM, you may want to record that communication for the sake of keeping your account activity organized.
Log a call to or from a contact, create or edit an account from Sales > Accounts in the left toolbar.
- Select the account where the contact is assigned.
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- Click the Settings icon next to the contact you would like to record a call for.
- Click Log Phone Call.
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- Choose Incoming Call or Outgoing Call.
- Use the Select an outcome dropdown to choose from Spoke with Contact, Left a Message, and No Answer.
- Enter any notes about the call in the Notes field. This is optional.
- Finally, click Log Call.
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All calls will be logged in the Activity section of the contact page's Overview tab.