As far as I know, to log calls one must go into the individual Contact or Lead record, then click the Log a Call button, then fill out the required fields and click Submit.
I'm wondering if there is either a) a way to simplify this using Salesforce native functionality, or b) an AppExchange app (preferably free or with a nonprofit discount) that could make this simpler.
I have started using the GridBuddy app and have created Grids of Leads that let you create the Activity record directly. However, I think that this interface may be slightly overwhelming for the users at my organization.
I am wondering if this is anything available with a simpler UI.
3 answers
Thanks - I just tried that, and it definitely makes it easier. They'll just need to have the SF report that shows the list of people they are calling in a separate window.
