This guide will outline how to set a log a call on an 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.

Select the name of the contact from the drop-down list.

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

Click on save

The details are recorded in the activities tab.