Log Calls

Settings first: call types & outcomes#

Calls use pick-lists you can adjust in the Module Builder (Settings → Customization → Modules and Fields → Calls → Edit Module):

Call Type — Outbound, Inbound, Missed.
Outgoing Call Status — Scheduled, Completed, Busy, No Answer, Wrong Number, Left Voicemail, Cancelled.
Call Purpose — Prospecting, Follow-up, Demo, Negotiation, Support, Administrative, Other.

Log a call#

Open the Calls module and click Create Call — or use the Calls quick-action chip on a contact or deal to pre-fill their number.

Call Type — outbound, inbound, or missed.
Call Start / End Time — the duration is calculated for you.
Subject — auto-written from the type and contact (e.g. "Outbound call to Ek Raj"), editable.
Call Status, Related To, Call Owner, and a Description for your notes.

ℹ️

An outbound call with a future start time is saved as Scheduled; a past one is Completed. This lets you plan calls ahead as well as log ones already made.

🎉 Now, your call is created — here is how it appears:

Was this article helpful?

Ready to implement this?

OpenAI Engage and apply what you just learned to your own workspace.

Open AI Engage CRM