Log a call on the Salesforce Mobile App
Calls are launched from the contact or prospect records; however, the process can always begin from another related object.From the Opportunity:
- From the Opportunity detail card, Click on the Broker's Name (Tip: Linked Records always show as a link).
- The Broker's contact card will open. At the button of all contact cards are object specific action icons. In this case select call (you will need to have the contact information inputted correctly)
- A screen will display with the phone number within the system to call, or log a calling where you have already spoke to the individual but want to notate the call.
- Once the call end the user will be directed to the task record to notate details regarding the call. Please note, this only connects to the contact record. The user will need to select the the correct opportunity (in the case)
- The user will need to select the object type (opportunity in this case) and since you started from the opportunity this opportunity record should display has a recent record.
- Complete the same process when calling from other objects. In the case of calling a Prospect or Contact directly, the related to field would not apply.
Step by Step Video Demo to add a call from the Opportunity Record
Other Mobile Concepts:
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