Quick summary
Logging a call in Salesforce keeps your lead activity accurate and your team aligned on every conversation. This tutorial walks you through finding the Call Log feature, entering call details, and saving the record in just a few clicks.
Steps
- Navigate to Leads in the menu bar at the top of Salesforce.
- Click on the lead record whose call you want to log.
- Look for the telephone icon in the right column, or find Call Log under the Activity tab if it is not visible there.
- Enter a subject and a comment describing the conversation you had with the lead.
- Click Save to store the call log against the lead record.
- Confirm the task created prompt to verify the call was successfully logged.
