If you are an iPhone user and want to log native calls (calls that take place outside of Salestrail app), or if you are an Android user and want to manually log an unlogged call, here are the step:
Step 1: Go to Unlogged Activities to view your unlogged calls.
On iOS, all natives calls will be shown as Unknown Numbers in Unlogged Activities due to Apple's privacy restrictions.
Attention: Salestrail must be open in the background on your iPhone in order to notify native calls and bring them to Unlogged Activities as Unknown Number.
On Android, phone numbers show as either numbers or name in your device's phone book. No need to have the app open in the background 😉
- Add notes.
- Create a follow-up task.
- Add due date to follow-up task.
Once done, the call is shown in Logged Activities and Salesforce.
Step 4: Delete calls you don't want to log to Salesforce by tapping on the bin symbol.