How to Create a Note on a Call Log via Contact View

Locations:

1. Contact Record View/Call Logs Section - > Click on the Call Log Record to access the Call Log View Mode where you can then click through to the Notes section of the Call Log.

    OR

2. Contact Record View/General Section/ Upcoming Schedule - > Click on the Name of the Call Log record to access the Call Log View Mode where you can then click through to the Notes section of the Call Log.

Overview: One way to create a note on a Call Log, is to visit the relevant contact record—either yours as the owner, or an associated lead contact—and on the upcoming schedule in the general section, click the name of the Call Log. In the view mode of the Call Log that comes up, you can then click through to the Notes section of the Call Log.

Watch: View this quick tutorial to learn more about adding notes to a Call Log via a contact record.

See Also:  

• Work with Your List of Notes via the Finder
• Work with Your List of Call Logs via the Finder

Click the Next button to go to the next module in this course or visit the Course Content page for an overview and linked index of all the help topics in this course.

Related Topics:

• How to Create a Call Log via Contact View
• How to Create an Event via Contact View
• How to Create a Note on a Lead Contact
• How to Create an Opportunity via Contact View
• How to Create a Task on a Contact via Contact View
• Review a Contact’s Completed Forms via Contact View
• Review Activities Section in Contact View via Contact View
• Working with Sales Force Management Using the Finders

Popular Topics:

• Manually Add a New Lead in Full Partner
• How to Find Your Lead Contacts
• How to Update Contact Info for a Lead
• Set Your Time Zone in Your Full Partner Contact Profile
• Set the Time Zone for a Lead Contact