Remember to log every phone call you make or receive (even if it is just a voice mail) in the customer's account to ensure effective service in the long term.
1. In the Timeline section of the Contact page, select the "+" dropdown and then select "Phone Call."
2. Fill in all required information.
The window will automatically populate whatever contact information already exists on the account.
Be sure to be as thorough as possible in your notes so that the phone call can be referenced later.
3. Select "Mark Complete" at the top of the page to finalize the log.
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