Creating Call Logs

SalesNOW allows you to create call logs following incoming or outgoing phone calls. Unlike a SalesNOW scheduled call, which is synchronized with your BlackBerry calendar (see Scheduling Calls), SalesNOW call logs are not synchronized with your BlackBerry calendar and do not provide the option to invite a contact to attend the call. SalesNOW can automatically prompt you to create a call log following any call on your BlackBerry call. For more information, see Creating SalesNOW Call Logs from BlackBerry Calls.

To create a call log within SalesNOW on the BlackBerry, follow these steps:

1. In the main tab menu or from anywhere within the application, click the Calls tab

2. Click the menu button and select New Call Log

3. Enter the call log's information. Type the subject of the call in the mandatory Subject field. Scroll the trackball to the next field that you would like to complete.

4. To associate the call to a specific contact,

1. Select an existing contact by clicking the magnifying glass next to the contact field and clicking on the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the call as well.)

2. Add a new contact by clicking the green plus sign and entering the contact information, pressing the Escape key and clicking Save

5. To associate the call to a specific company,

1. Select an existing company by clicking the magnifying glass and clicking on the company name to which you would like to associate

2. Add a new company by clicking the green plus sign and entering the company information, pressing the Escape key and clicking Save

6. To associate the call to a specific lead or deal,

1. Select an existing lead/deal by clicking the magnifying glass and click on either the Leads or Deals sub-tab.

7. Click on the lead/deal name to which you would like to associate. By default, the system displays only the leads/deals that are associated with that contact or company. If you would like to remove that filter, click on the menu button and select Show All.

8. Select the phone number related to the call from the drop down list (which is populated from the phone numbers stored on the contact's record).

9. Select the call type, status, priority, and date/time/duration of the call.

10. Enter the call notes in the Confidential Notes field which stores your private notes from the call.

11. Enter any custom information related to the call. (Note: the custom bar will not appear if there are no custom fields that have been added on the call document by your SalesNOW Administrator. See Customizing SalesNOW)

12. Once you have completed entering all of the data into the record, click Escape to choose one of three options:

1. Save to save this new call record

2. Discard to not save this new call record

3. Cancel to continue working on this new call record

Note: Call logs can be created directly from a Contact, Company, Lead or Deal record. Simply highlight the contact, company, lead or deal record, click the menu button and click New and press New Call Log.

See Also:

Creating SalesNOW Call Logs from BlackBerry Calls

Scheduling Calls

Synchronizing Data

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records