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How do I log a call to my CRM.
How do I log a call to my CRM.

Log call events to your CRM, at the tap of a button.

Joseph avatar
Written by Joseph
Updated over a week ago

Once you've connected your CRM, you can log call activities from your home screen conversations. To log a call event:


Find the call event, identified by the "Red Phone" icon, and tap it.


Click "Log To *** " for your connected CRM.


Press "OK" once you see the "added successfully" notification.

That's it! The call event will now appear in the contacts' "Activity History", within your CRM's.

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