If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on their communication under the Add Call Log section.
To view the enhancement:
Navigate to Contacts
Click on a Contact to view the Contact360
Navigate to Communications
Click on Calls
Click on Add Call Log
You may write your notes in the call log
Click on Save
- You will get a notification saying the call log has been saved
The details of the note will be visible in the Call section.
The Add Call log section can be viewed in Account 360, Contact 360, and pipeline. Added log information for incoming and outgoing call log can be viewed with time and date with Agent name information in it.
