Viewing Call Reports for a Lead or Opportunity
This topic discusses how to view call reports for a lead or opportunity.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
RSF_CALL_RPTS |
View and add call reports for a lead. |
|
|
Opportunity - Call Reports |
RSF_CALL_RPTS |
View and add call reports for an opportunity. |
Use the Lead - Call Reports page (RSF_CALL_RPTS) to view and add call reports for a lead.
Use the Opportunity - Call Reports page (RSF_CALL_RPTS) to view and add call reports for an opportunity.
Navigation
Note: The Call Report pages for leads and opportunities are the same. The following example shows the Opportunity - Call Reports page.
Image: Opportunity - Call Reports page
This example illustrates the fields and controls on the Opportunity - Call Reports page.
Click the link for an existing call report to view and modify the call report detail, or click the Add Call Report button to create new call reports.