Log a Phone Call
1. Search for your Contact open their Contact Card
2. Click the Note Icon
3. Input the Note Date
4. Select Phone Call - Inbound or Phone Call - Outbound from the Category drop-down as applicable
5. For the Category Phone Call - Outbound select the Outcome as Connected, Left Voicemail or No Answer
6. Input your Headline and Description as applicable
7. Assign a Property as applicable
8. Select to Publish Note if you would like all relevant staff to view the note
9. Select to Add as a Task if applicable
10. Click Save to log your phone call.
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