Creating Call Logs

To create a call log please 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. Swipe down from the top frame and tap New Call Log
4. Tap either the Deal, Lead or Case button if you would like to associate the call log to any of these records
5. Enter the call log notes
6. 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)
7. 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