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Logging a call in Insightly is simple and helps you keep track of your communications with contacts or leads. Here’s how to do it step-by-step:
- Start managing your network by exploring the 'Contacts' section.
- Select a profile.
- Explore the 'Related' section to see all interactions and connections with this contact.
- Go to the 'Notes' section and click 'Add Note' to document your interactions by creating a detailed note about this contact.
- Enter the details such as note title, date, and time, and make sure to add relevant notes.
- Select 'Everyone' to share this information with your entire team for collaborative customer management.
- Preserve your customer interaction details in the system by clicking 'Save'.
- Your customer interaction is now permanently recorded in their history.
- You've successfully logged a direct call to track all communication channels.
