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How to Log a Call on a Contact in Housing Market CRM

Tutorial 39 of 181 · 54 s

Open the product

When you phone a client from your own mobile, Housing Market CRM keeps a record of it on the contact. This tutorial opens a contact, finds the Calls panel, logs a call by hand with its outcome, length and what was said, and shows it in the list of calls with that person. Logging calls is free on every plan.

In this tutorial you will learn

  • Where the Calls panel is on a contact
  • How to log a call with its outcome and length
  • How to note what was said
  • Where your logged calls appear

Follow along: the steps

  1. Open Contacts in Housing Market CRM.
  2. Open the contact you just phoned.
  3. Scroll to the Calls panel.
  4. Calls you logged before are listed here.
  5. Choose the outcome: here, Spoke to them.
  6. Enter how many minutes it took.
  7. Write down what was said.
  8. Click Log call.
  9. The call is saved on the contact, with the date and length.
  10. No answer or a voicemail? Log those too, so you know who to call back.
  11. Logging calls is free on every plan.