How to log phone call notes and schedule a follow-up phone call

Steps to log your notes from a phone call and set a follow-up call task

When you initiate a phone call, the call log notes will automatically open up inside the Contact Details Popout. From there, you can select the call outcome from the dropdown, leave any relevant notes, and schedule a follow-up call if you'd like. Scheduling a follow-up call will create a future task for your account, and will show up in your Sales Inbox when it is due.

Log a Call

How to log a call in Uptics

Schedule Follow-Up Call

How to schedule a follow-up call in Uptics

The steps shown here are the same whether you are on the People or Company tab on the Contacts Module.

For a longer video tutorial of these steps, please see below.

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