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How to log a phone call

By | 2018-09-25T12:30:53-04:00 August 28th, 2018|

Logging a phone call is as easy as logging an activity card as a touchpoint. You can find this icon on the bottom right screen of the activity dashboard. Begin typing the name of the contact you spoke with and choose the appropriate Phone Call Touchpoint in the activity type section.  Fill out the rest of the activity card and click save.