Part of the prospecting process is to call lots of people all day long. So, keeping track of your calls or what was said can be a daunting task, especially if you are using mass contact functions such as a marketing campaign to reach a large audience all at once. Tracking phone activities is very similar to the email activity and allows you to record the subject of your call, what you talked about, whom you talked to, and the result of the call.
To add a phone call:
| 1. | In the Action Center, expand Activities, and click  (Add Phone Call). |
The Add Activity form opens, defaulted to the Activity Type of Phone Call.
| 2. | Complete the form. |
The following options are similar to email functionality.
| Activity Type | Defaults to Phone Call. |
| Contact | Select the person you talked to. |
| Subject, Body | Use these areas to record what you spoke about on your call. |
| Activity Result | Result of the call. |
| Activity Date | When the activity happened. |
| Save and Follow Up |
This is a Workflow link that allows you to save the phone call activity and remind you later to follow up with the prospect. See Save and Follow Up. The Save and Follow Up link creates a follow-up activity type, similar to the email activity. |
| Save and Create Appointment | This is a Workflow link to save the file and create a calendar invitation for you and your selected Contact. See Save and Create Appointment. |
| 3. | Click Save when done. |
When Do Not Call on the Organization Detail record is enabled, it is a visual reminder that this client does NOT like to receive phone calls. It does not, however, disable the Phone Call activity icon.