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:

  1. 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".

  2. Navigate to the opportunity for which you want to log a call.

  3. Click Log a Call.

  4. In the Log a Call dialog box, enter a subject in the Subject field.

  5. From the Priority drop-down list, select a priority for the call.

  6. In the Description box, enter a description for the call.

  7. 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.