Having a hard time with calls...

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  • billymalcolm
    Junior Member
    • Apr 2017
    • 2

    Having a hard time with calls...

    Am I just missing something here? If I am on an account's page, how do I add a call? I just can't find it. If I use the plus sign at the upper right hand corner it makes me search for and enter the name of the company, but if I am already on the company's page, shouldn't there just be a way to enter a call to that company directly from that page? And a BIG feature for me would be to have a way to set a followup call from the same screen that I just entered the call instead of logging the call and then having to create a new call for the followup. Does this exist already and I am just mucking it all up?
    Thanks
    Bill
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2

    Hi
    On the Activities panel you can schedule the Call
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