Make a Call

Click the contact phone link to make a call or receive a call from the contact directly in a work area. You can put notes right in the contact record. Call interactions and notes are available in the activity feed. See the Calls chapter to learn more.

Schedule Appointments and Create Tasks

Use the Action Bar to create an appointment. Appointments can be calls, meetings, chats, emails, texts, or web conferences.

Use Create a Note to make a quick note of things you want to discuss with this contact. Create Task lets you add a quick list of tasks related to the contact.