How to create a Call Note

Keep track of the calls you make and the outcome of each call by adding a Call note to your contacts.

1

Open a contact → click + Call → select preferred call result → add text in the note area and add attachments if required → Save.

2

Your note will be recorded under the contact activity timeline → Notes.

Notes:

If you add a call note for a contact that is not owned by you, the contact owner will receive a notification. You can turn off auto-notifications in your Preferences. See here.
You can review the call activity on the Activity Reporting page to see how many calls were made and segmented by conversation result. See here.
The maximum size of a file that can be uploaded is 10 MB.

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Last updated on December 12, 2023