How To Log A Call In Salesforce
- Open Salesforce: Log in to your Salesforce account.
- Navigate to the Record: Find the contact or lead you spoke with.
- Click on 'Log a Call': Look for the 'Log a Call' button on the record page.
- Fill in Call Details: Enter the date, time, and notes about the call.
- Select Call Outcome: Choose the result of the call from the dropdown menu.
- Save the Call Log: Click the 'Save' button to record the call.
- Review Your Log: Check the call log to ensure all details are correct.
