Log Call: Difference between revisions
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[[File:creatio log call fields.png|500px|]] | [[File:creatio log call fields.png|500px|]] | ||
* Where are these records? | |||
When you log a call against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. | |||
We also create a Call record and this is linked to the Activity, Opportunity, Account and Contact. | |||
Latest revision as of 16:25, 3 February 2025
Clicking the Log Call button above the context
will open the dialog to write up a call note
All Fields
- Where are these records?
When you log a call against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. We also create a Call record and this is linked to the Activity, Opportunity, Account and Contact.
