Logging customer communication
Keep a record of calls, emails, and other conversations with a customer.
Open a customer's or lead's own page and find the communication log.
- Choose the Channel — Call, Email, WhatsApp, In Person, or Other.
- Enter a short summary of what was discussed.
- Submit.
Every entry stays on that customer's record, so anyone on your team who opens their page later can see the full history of contact, not just what they personally remember.