Operation 1
Call from the record
Open the customer first so you are not calling blind.
- 1
Open the contact or lead.
- 2
Read the latest note on the timeline.
- 3
Call from that record.
Operation 2
Log the call
Write the outcome before you move on.
- 1
After the call, stay on the same record.
- 2
Add a short note for what was said and what was promised.
- 3
Save so the next person sees it.
Operation 3
Set the next step
A call without a follow-up disappears.
- 1
Add a task or follow-up date on the same record.
- 2
Name the owner if someone else should make the next call.
- 3
Save. The call is now on the timeline, not in someone's head.