This guide will outline how to set a log a call on an opportunity. Log a call: is used, when need to record a communication with the client, it does not have to be a phone call, merely a communication you want to note for yourself or others relating to the opportunity.

This guide assumes you have already accessed the opportunity, if you have not done so please complete a search first.

a: Ensure activity is selected

b: Click on ‘log a call’

c: click the recap your call field.

• Who did you talk to?
• How was contact made?
• What was the call about?
• Record notes and save

a: Comments: Record a recap of the call in the comments field.

b: Select save.