Gmail log call: Difference between revisions
From Accelerator for SageCRM
(Created page with "Clicking the Log Call button above the context File:Screenshot_2026-06-26_165743.png will open the dialog to write up a call note File:Screenshot_2026-06-26_165918.png * Where are these records? When you log a call against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. We also create a Call record and this is linked to the Activity, Opportunity, Account and Contact.") |
No edit summary |
||
| Line 10: | Line 10: | ||
* Where are these records? | * Where are these records? | ||
When you log a call against an opportunity | When you log a call against an opportunity a communication record is created and marked against the opportunity and any linked company and/or person/people. We also create a Call record and this is linked to the Communication record, Opportunity, Company and person. | ||
Latest revision as of 10:31, 29 June 2026
Clicking the Log Call button above the context
will open the dialog to write up a call note
- Where are these records?
When you log a call against an opportunity a communication record is created and marked against the opportunity and any linked company and/or person/people. We also create a Call record and this is linked to the Communication record, Opportunity, Company and person.
