How do you create an activity after or during a call?

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.

Topics Covered: 

• Logging an Incoming Call. 
• Logging an Outgoing Call. 
• Logging a Missed Call. 

Logging an Incoming Call

To log an incoming call after the call is completed, 

• If the phone number of the contact is added in Salesmate then it will display the contact name when the incoming call comes.

• Select the Outcome of the Call from the Outcome list. 
•  

• Click on Log as a New Activity. 
• You can also select the option to Log the Activity Manually

• The Incoming calls are logged as 'Inbound call with {Contact Name}'.

• You can view the activity on the timeline of the contact. 

Logging an Outgoing Call

You can log your call with relevant notes and Outcome once the call to your customer is completed, To log the Outgoing Call, 

• Select the Outcome of the Call from the Outcome list. 

• Click on Log as a New Activity. 
• You can also select the option to Log the Activity Manually. 

• The Outgoing calls are logged as 'Outbound call with {Contact Name}'.

• You can view the logged activity on the timeline of the contact. 

Logging a Missed Call

Timeline view : 

Also, while you are unavailable you will find an activity 'Missed Call - From {Contact Name}' under your All Open Activities.