How to Multiple Activity Call added in CRM

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Posted on by CRM Develope

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Hi All,

I wanted to ask you about the call logs. Where would I find them on the CRM? And how do we export a daily report of all activities? Along those lines, I want to include a call template within the activity "Add Phone Call". If we can’t include a template then I want to start a task called: Add Discovery Call, Add Follow up Call. So we can expect someone to fill out the call area.

discovery call, follow up call, check in call, or this is project call? Include the questions to ask and have that part come up when you select that call type.
status of the call: complete, Left VM, nlt., etc
Status "due" what does that mean? Is it possible in CRM (multiple call added) ?

please below find attached

2084.Call.PNG

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CRM Develope 884 on at

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RE: How to Multiple Activity Call added in CRM

Thanks for the suggestion Andrew Butenko & Guillaume Domont
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Community Member Microsoft Employee on at

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RE: How to Multiple Activity Call added in CRM

Hi,

That's a lot of questions.

Like Andrew said you can't do it in social pane, I would recommand you to use the quick create form of call.

If you really want to have the questions on your form, I think the better UX way is for you to create a custom web ressource with all your questions and then save them on your call's form.
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a33ik 84,323 Most Valuable Professional on at

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RE: How to Multiple Activity Call added in CRM

Hello,

Social Pane and create task/call forms are not editable so you can't do that.