How to manually log a call?
Modified on: Mon, 28 Mar, 2022 at 1:59 PM
In Freshsales, all phone calls you make and receive are automatically logged. However, on the off chance that you receive a call from a prospect on your personal number, you might want to have it logged too. That is why Freshsales allows you to manually log calls and also add notes for the same.
Here’s how you do it,
After you receive or make a phone call, click the More button from the phone widget and select Add call log.
A Call Log overlay appears. In the field Associate this phone call to,
Search for them either by their first or last name in the field Name and choose from the search results that appear.
You can add notes in the box displayed under Notes.
Click Save when you’re done.
Alternatively, you could manually log calls made outside Freshsales using the Quick Add button and also from the details page of the contact or account.
The call log is added and can be found under All Phone calls in the Conversations tab and also under Recent Conversations in the details page of the respective contact or account. The notes added in the call log can also be found on the details page of the respective contact, or account.
Note: The ability to add a Call Log is governed by Roles and Permissions. When the call log permissions are revoked under roles, the user will not be able to find the option to add the call log on the Lead/Contact details page. To learn more, refer to this article.
Our mobile apps(Android & iOS) let you manually log calls too.
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