Creating SalesNOW Call Logs from BlackBerry Calls
SalesNOW allows you to create a SalesNOW phone call log following and incoming or outgoing BlackBerry phone call. To turn on the SalesNOW Capture Call Logs feature, see Turn on Capture Calls.
To Save to SalesNOW a phone call log following a phone call on your BlackBerry (assuming that you've turned on capture calls), do the following:
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Following the phone call, you will be prompted Create SalesNOW Call Log. Highlight OK and click the trackball.
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Notice that if the phone call was with a contact with a phone number matching a phone number of a SalesNOW contact, the system will automatically associate this call log to that contact (and their associated company record)
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You can also manually associate this call log to a contact. To associate the call log to a specific contact,
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Select an existing contact by clicking the magnifying glass
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 Log as well.), or -
Add a new contact by clicking the green plus sign
and entering the contact information, pressing the Escape key and clicking Save -
To associate the call log to a specific company,
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Select an existing company by clicking the magnifying glass
and clicking on the company name to which you would like to associate, or -
Add a new company by clicking the green plus sign
and entering the company information, pressing the escape key and clicking Save -
If you would like to associate this call log to a lead or deal, click the magnifying glass
next to Lead/Deal field and select the Lead or Deal that you would like to associate to this call log -
Enter any Notes that you would like to record on this call log
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Highlight Save and click the trackball to save this call log to SalesNOW
Note: The system will automatically store the date, time and duration of the call within the SalesNOW Call Log.