Customers might call you for a number of reasons. They might want a trial period extension, new features, or simply have their calls returned. To help you engage, prioritize, and manage calls better, Salesmate lets you take notes during the call and create activities soon after your call has ended.
For calls ended successfully the calls will be logged automatically :
- Incoming calls are logged as 'Inbound call with {Contact Name}'.
- Outgoing calls are logged as 'Outbound call with {Contact Name}'.
Please note, in case you have missed the call they would be available in Call Logs, timeline view and in activity module.
Call Logs :
Timeline view :
Also, while you are unavailable you will find an activity 'Missed Call - From {Contact Name}' under your All Open Activities.
Note: In case there is no name for the contact, the activity will be logged as 'Missed Call - From {Contact.Number}'
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