CRM - Instructions for Manual Call Logging

See how to manually log calls made to Opportunities, ideal for cases where you do not use a VoIP integrated with our platform — such as calls made via WhatsApp, landline, or other VoIPs without integration.

Check the steps below to perform this procedure:

Access the "CRM" feature: Through "Find Services." Or just type the name, and the function appears.

CONCLUSION:

Using this feature ensures that the entire communication history with your Leads is centralized on the platform, even when calls are made through external channels. This way, you maintain control of the relationship and make it easier for the team to track interactions.

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Last updated 8 months ago

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hashtagSee how to manually log calls made to Opportunities, ideal for cases where you do not use a VoIP integrated with our platform — such as calls made via WhatsApp, landline, or other VoIPs without integration.

See how to manually log calls made to Opportunities, ideal for cases where you do not use a VoIP integrated with our platform — such as calls made via WhatsApp, landline, or other VoIPs without integration.