This guide will outline how to log a call on a Lead in Salesforce.

This guide assumes you are in the Lead, if this is not the case please search for the Lead (URL link) or create the Lead (url link) first

a: Ensure the Activity tab is selected

b: Click on ‘Log a Call’

c: click “Add”

a: (Optional) Related to:Link this Lead to other objects.

DO NOT relate this to an account or contact.

b: Type of call: Who called who and why?

c: Select subject: Why did the call happen?

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

Confirm the details and then select “Save”