Log a Call for Your Opportunity from Slack
After you complete a call with your customer, you can also log the call details from Slack.
To log a call for your opportunity from Slack:
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Use the
/ec-my-opportunities
command in Slack to view a list of your top five opportunities.For more information about how to use the command, see "View Your Opportunities in Slack".
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Navigate to the opportunity for which you want to log a call.
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Click Log a Call.
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In the Log a Call dialog box, enter a subject in the Subject field.
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From the Priority drop-down list, select a priority for the call.
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In the Description box, enter a description for the call.
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Click Submit to complete the process or click Cancel to discard it.
After you log a call, it shows up among the Completed Activities in the Activities tab of this opportunity in your sales application.