Skip to main content
All CollectionsCRM IntegrationsSalesforce Integration
How to add notes to your calls - Salesforce integration
How to add notes to your calls - Salesforce integration

This article will show you how to add notes to your calls from the Salestrail call tracking app.

Yvonne Pulkkinen avatar
Written by Yvonne Pulkkinen
Updated over 10 months ago

Follow these simple steps to add notes to calls:

From the Salestrail mobile app, tap on the call you would like to enter a note.

Tap on Note.

Tap on Note. Type out or record the note using the microphone icon and upload.

And voila! You can now view the notes of a call on Salesforce > Comment.

Note: this feature only works with calls that are logged to Salesforce. If the call isn't logged, you will see an error message.

Did this answer your question?