Hello everyone!
New week, new ideas. We are currently working on the improvement of the call logging workflow. We have already clear ideas of how things will work, but we would also like to have your opinion as users.
- How do you use the "Log a call" workflow?
- How would you like to use it?
- Is calling from the app the right feature?
- Are you calling contacts? Lead? Both?
Let us know what you think.
We're waiting for your comments!
2 commentaires
Hi Geraldine,
Thanks for your feedback.
If I understand you correctly you would like to be able to record call and get a transcript? Is that correct?
Considering logging event, you can add events and choose a past date, you can even link that to an opportunity. Would that answer your needs?
