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Logging incoming calls
Go Integrator allows you to log an incoming call and store the call log in the integrated CRM.
This feature is available only to a limited range of CRMs.
Go Integrator creates call logs automatically and stores them in the integrated CRM. You can log a call manually during an incoming call.
To log an incoming call manually
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In the incoming call window, select the first CRM icon on the right.
For example, when the CRM is Salesforce, in the incoming call window, select
.
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In the activity tracking window that opens, change the details of the log in the relevant fields.
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If you want to add a note to the log, edit the note field.
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Save the log by selecting the relevant option in the CRM.
The call log is stored in the CRM.
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