Working in sales, one of your primary tools is the humble phone call. We have streamlined your workflow when prospecting, calling customers, or leads. Use outcomes for fast and snappy logging of calls and see a quick overview of what has happened previously with the customer or lead.

This article will cover:

• How to plan phone calls
• Working with a phone call
• The history log
• Working with a phone call from an opportunity

This is a free upgrade to activities. Once activated, all open activities will become phone calls and can not be reverted.

How to plan phone calls

The simplest way to plan phone calls is either to create them from the To-do list or from the plus icon on the left-hand side of the screen.

Phone calls can also be made from other parts of the system:

• Opportunities and orders
• Company and contacts cards
• From business rules such as triggers and automations
• From form actions

Simply add the goal of the call and who you should call.

Planning cold calls

If you are planning a cold call you can skip adding a due date. In this way, you can complete the phone calls when you have allotted time for prospecting and might do several cold calls at once. Phone calls without a date will never be overdue since you can complete them whenever you have time to do some prospecting.

Relating the phone call

The phone call can be related to an opportunity, contact, or company. The relation will show up on the phone call panel, on the To-do list, and on an opportunity.

Working with phone calls

Once you have a few planned calls, it is time to start calling. A great way to know who to call next is from the To-do list, here you can see your scheduled calls or all your cold calls and hot leads.

Open a phone call by clicking one of the phone call rows and the phone call panel is opened.

From here you have all the necessary information to make the call. Who the contact is you are calling, the goal of the call, notes, and history of the call. You can also add the outcome of the call really easily.

Any changes you make during the call will be autosaved so you can focus on what is discussed, adding notes, or logging an outcome.

The history log

The history log shows you what has been made to the phone call you are viewing. When the call was created, by whom, and the different outcomes that have been logged. If you have a softphone integration, the calls will show up in the history log.

Save time

To save you time, we have also added the ability to toggle the history log between the active phone call, the company, or the contacts history logs.

In this way, there is no need to navigate away from the phone call to see the history of the related contact or company. 

Working with a phone call from an opportunity

To save you even more time, you can create phone calls, To-dos, and book appointments directly from an opportunity. When creating a phone call the call is related to the opportunity and is visible from the To-do list and contact or company cards. In this way, you can always create next steps to drive the deal forward and increase the chances of closing.

To work with the phone call simply click the phone call row, and the phone call panel is shown.