Log a Manual Call

If your organization doesn't have telephony integration, and you're using a desk phone, this is how you can log inbound or outbound call notes manually.

1. Navigate to the Overview page of the service request, account, contact, or lead record.

2. In the Action Bar, enter Log a Call.

   The Call panel is displayed.

3. Enter notes related to the call in the Notes field.

4. From the Call Type drop-down list, select Inbound or Outbound.

5. From the Outcome drop-down list, select an outcome for the call.

6. Click Save.

   All incoming and outgoing interactions are recorded in the Activities page of the record on which you are taking the action.

7. To edit the record on the Activities page, hover over it, then click the Edit (pencil) icon to edit the notes, or change the outcome value from the drop-down list.

8. Click Save.