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.
![Opportunity - Call Reports page](img/i-42c12a96n-7de9.png)
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.