Log Call: Difference between revisions
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to | Clicking the Log Call button above the context | ||
[[File:creatio log call button.png|300px|]] | |||
will open the dialog to write up a call note | |||
[[File:creatio log call.png|500px|]] | |||
All Fields | |||
[[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.
