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Thread: How do I Enter Info from a Call?

  1. #1
    aviator is offline Member
    Join Date
    Jan 2010
    Posts
    6

    Default How do I Enter Info from a Call?

    OK, dumb question here, maybe.

    I imported a bunch of contacts and I am ready to go--I'm going to call them all and make some sales ... but ...

    Where do I put notes from the call?

    I want to be able to enter something like

    "Spoke with Karen, she likes feature A, B & C. Make a follow-up call on 3/3 to set a time for a demo."

    and then I want to have sugarcrm remind me on 3/3 to call Karen and be able to review my notes.

    Does it not do that? I just assumed it would since SalesForce does--but I don't see how.

    Thanks

  2. #2
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
    Join Date
    Dec 2005
    Location
    Minnesota
    Posts
    2,343

    Default Re: How do I Enter Info from a Call?

    You can add a call record under the Activities subpanel for that contact and add the notes in the description area.

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