How to Log a Call or Create a Follow-Up

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While Revenue Inbox’s main focus is processing email communication and meetings, it can also be used to quickly and effectively register in Salesforce communication carried out over other channels.

This article describes how to log your call notes in Salesforce using the Log a Call button; this function can be used to register inbound and outbound business phone calls, text messages, web calls, etc., as Salesforce Task Activities.

Tip

You can also create a Log a Call task right from the Sidebar’s home screen on a couple of clicks. See this article to learn how to do that.

 

To log a call you have had with a business contact:

1. Use Search to find a relevant record. It can be a People record (e.g. Contact, Lead, Person Account) or a Business record (e.g. Account, Opportunity, Case)

2. Open the record’s card by clicking on it in the search results, then click the icon Log a Call

 

3. You will see a standard Create Task dialog

 

4. Populate the dialog’s fields; the fields Subject, Due date only, Priority, Status, Description are standard Salesforce Task fields which you can edit according to your preferences; the Name field defines what People records will be linked to the Task in Salesforce and the Related To field defines what Business records will be linked to it.

Tip

You can add more useful fields including custom ones and define which fields are important via RI Customization settings, see this article for more information.

 

5. Click Create in the upper right corner of the dialog. The corresponding Task will appear in Salesforce immediately.

 


 

How to Create a Follow-up

In a similar manner you can create a Follow-up reminder for you correspondence with a business contact. Also see this article for an alternative quick way to do that.

1. Use Search to find a relevant record. It can be a People record (e.g. Contact, Lead, Person Account) or a Business record (e.g. Account, Opportunity, Case)

2. Open the record’s card by clicking on it in the search results, then click the icon Create follow up

 

3. You will see a standard Create Task dialog

 

4. Populate the dialog’s fields; the fields Subject, Due date only, Priority, Status, Description are standard Salesforce Task fields which you can edit according to your preferences; the Name field defines what People records will be linked to the Task in Salesforce and the Related To field defines what Business records will be linked to it.

Tip

You can add more useful fields including custom ones and define which fields are important via RI Customization settings, see this article for more information.

 

5. Click Create in the upper right corner of the dialog. The corresponding Task will appear in Salesforce immediately.