Salestrail

If you want to log a phone call to a new lead / account / contact, please follow these steps:

Choose the phone call you want to log from Unlogged Activities tab.

1. Choose the phone call you want to log from Unlogged Activities tab.

<br>3. Choose to create a new account / contact / lead

<br>4. Create a new account / contact / lead with the option you want (manual typing / <a href="https://app.intercom.com/a/apps/qskysnsv/articles/articles/3788975/show" rel="nofollow noopener noreferrer" target="_blank">transfer from phone book</a> / <a href="https://help.salestrail.io/en/articles/3508103-how-do-i-scan-business-cards-to-salesforce" rel="nofollow noopener noreferrer" target="_blank">business card scanner</a>)

___________________________________________________________

<a href="https://help.salestrail.io/en/articles/4552289-how-to-log-whatsapp-voice-calls-on-salestrail-activities-tracking-to-salesforce-on-android" rel="nofollow noopener noreferrer" target="_blank">How to log Whatsapp voice calls on Salestrail activities tracking to Salesforce on Android.</a>

<a href="https://help.salestrail.io/en/articles/3532566-call-logging-how-do-i-switch-between-automatic-and-manual-logging-mode" rel="nofollow noopener noreferrer" target="_blank">How do I switch between automatic and manual logging mode.</a>

<a href="https://help.salestrail.io/en/articles/3533133-how-do-i-add-notes-to-my-calls" rel="nofollow noopener noreferrer" target="_blank">How do I add notes to my calls.</a>

- <a href="https://help.salestrail.io/en/articles/4552289-how-to-log-whatsapp-voice-calls-on-salestrail-activities-tracking-to-salesforce-on-android" rel="nofollow noopener noreferrer" target="_blank">How to log Whatsapp voice calls on Salestrail activities tracking to Salesforce on Android.</a>
- <a href="https://help.salestrail.io/en/articles/3532566-call-logging-how-do-i-switch-between-automatic-and-manual-logging-mode" rel="nofollow noopener noreferrer" target="_blank">How do I switch between automatic and manual logging mode.</a>
- <a href="https://help.salestrail.io/en/articles/3533133-how-do-i-add-notes-to-my-calls" rel="nofollow noopener noreferrer" target="_blank">How do I add notes to my calls.</a>

Log a phone call to a new lead / contact / account?

How to log a phone call to a new lead / contact / account?

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you