After I make a phone call to a customer, how do I log that in the CRM? | Perq Convert Help Center

Perq Convert Help Center

All CollectionsDigital Sales Training for Home Furnishings ProfessionalsDigital Sales Training FAQs

After I make a phone call to a customer, how do I log that in the CRM?

After I make a phone call to a customer, how do I log that in the CRM?

Logging phone calls in the CRM

Updated over 4 years ago

Go to the History tab within the Contact Record. Log your new activity there, using the tag “phone call attempted” or “phone call completed.”