SalesNOW allows you to create a SalesNOW phone call log following and incoming or outgoing iPhone 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 iPhone (assuming that you've turned on capture calls), do the following:
Following the phone call, you will be prompted Create SalesNOW Call Log. To log the call tap OK
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)
You can also manually associate this call log to a contact. To associate the call log to a specific contact,
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,
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
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.