Track customer calls in just a few clicks
Logging an inbound call helps keep your deal timeline accurate and your team aligned. Follow these quick steps:
Open the Customer Deal Card
Go to the Call tab on the Activity log
Choose the Phone Number that called using the first dropdown list
Select the call type
For stores with Click to Call
Choose Call Log. A call log window will appear
Choose "Inbound" from the outcome and enter your call notes
Click Log Call
For stores without Click to Call
Choose the number that called from the dropdown
Choose Inbound Call from the second dropdown
Enter your notes and click Log Call
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!