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Customer experience | Sales, Customer Insights,...
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Recording phone calls

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Posted on by 65

This may be a dumb question, but is there a way to close a phone call of in the same step as when you first enter a call?

I can only work out how to essentially schedule a call that is open, and then you have to close it in a seperate step...

  • A Doecke Profile Picture
    65 on at
    RE: Recording phone calls

    Thanks

    I had been using the quick create form starting from the timeline on a contact, and that doesn't have the mark complete button on it.  I guess i will have to adjust the Quick create form to include it.

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Recording phone calls

    Hi,

    When you create Activity as phone call from navigation you have Mark complete ribbon button which will essentially mark the phone call complete.

    is this what you are looking for?

    2100.CQ28.PNG

    Please mark my answer verified if i were helpful

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