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Documentation Index

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Customers might call you for a number of reasons. They might want a trial period extension, new features, or simply have their calls returned. To help you engage, prioritize, and manage calls better, Salesmate lets you take notes during the call and create activities soon after your call has ended.

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Topics covered:

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Logging an Incoming Call

To log an incoming call after the call is completed: If the phone number of the contact is added in Salesmate, the contact name will be displayed when the incoming call comes in. Incoming call popup
  1. Select the Outcome of the call from the Outcome list.
Select outcome
  1. Click on Log as a New Activity. You can also select the option to log the Activity Manually.
Log as new activity The incoming calls are logged as: Inbound call with {Contact Name} Logged inbound activity You can view the activity on the timeline of the contact. Activity on contact timeline

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Logging an Outgoing Call

You can log your call with relevant notes and outcome once the call to your customer is completed. To log the outgoing call:
  1. Select the Outcome of the call from the Outcome list.
Select outcome outgoing
  1. Click on Log as a New Activity. You can also select the option to log the Activity Manually.
Log outgoing activity The outgoing calls are logged as: Outbound call with {Contact Name} Logged outbound activity You can view the logged activity on the timeline of the contact. Logged activity timeline

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Logging a Missed Call

  • Timeline view:Missed call timeline
When you are unavailable, you will find an activity listed as: Missed Call - From {Contact Name} under All Open Activities. Missed call activity list Note: If there is no contact name available, the activity will be logged as: Missed Call - From {Contact.Number}