Creating Call Logs

SalesNOW allows you to create call logs following incoming or outgoing phone calls. Unlike a SalesNOW scheduled call, which is synchronized with your iPad calendar (see Scheduling Calls), SalesNOW call logs are not synchronized with your iPad calendar and do not provide the option to invite a contact to attend the call.

To create a call log within SalesNOW on the iPad, follow these steps:

1. Tap Contacts on the tab bar.

2. To open the contact for whom you would like to create the call log, tap the contact record
3. Tap New Call Log on the right sidebar
4. Enter the call log's information.
5. Tap either the Deal, Lead or Case button if you'd like to associate the call log to a deal, lead or case and select the appropriate record
6. Enter the call log notes
7. Enter any custom information related to the call. (Note: custom fields will not appear if there are no custom fields that have been added on the call document by your SalesNOW Administrator. See Customizing SalesNOW)
8. Tap Save to save the new call log

Note: Call logs can be created directly from a Lead, Deal or Case record. Simply open the lead, deal or case record, and then tap New Call Log

See Also:

Scheduling Calls

Synchronizing Data

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records