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Creating an Account Call Using the New Call Button

This task describes how to create an account call using the New Call button.

To create an account call using the New Call button

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts list, drill down on an account.
3. Go to the More Info tab and click New Call.

   The Account Call Detail view of the Activities screen appears. The selected account automatically appears in the Account Call form.

For more information on recording calls, see Recording and Submitting Account Calls.