Calls Overview

Call records in SalesNOW store information about both scheduled phone calls (calls that you've planned in the future with your customers see Scheduling Calls) as well as call logs (records of calls that have taken place with your customers see Creating Call Logs).

Call records in SalesNOW store a variety of information, each separated by a green title bar, including:

• General Information this is the call's information such as the call's subject, contact and/or company association, lead or deal association, the phone number to call, type, status, priority, start and end date and time, duration, reminder settings, attendees and public and confidential notes.
• Custom this section stores information from any custom fields that may have been added to the call record by your SalesNOW Administrator. Note, the custom bar will not appear if there are no custom fields that have been added on the call document.
• Contacts this section stores the names of any contacts that have been associated with this call and also their roles.
• Companies this section stores the names of any companies that have been associated with this call and also their roles.
  

See Also:

Scheduling Calls

Creating Call Logs

Viewing and Editing Records

Deleting Records

Restoring Deleted Records