How can I log a call report?

Open the main menu and tap Calls to Log. Tap the activity you want to log, enter the information, and tap Save.

Alternatively, when you view your list of opportunities, accounts, tasks, and so on, just tap the more icon (three horizontal dots) on a record, and then tap Create Call Report.

Lastly, you can also create a call report from a sales object's detail page (such as an opportunity, lead, or task detail page). Open the detail page, scroll down to the bottom of the page, and in the Add section, tap Call Reports.

When you create or edit a call report, you can record many aspects of the activity, including logging the objectives that you have achieved, and adding resources and attachments.