Legacy Apto: How to Log a call

How to Log a call

Here's an image displaying the 9 steps as outlined below:

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  1. Navigate to a Contact Record.  (Remember: you can log a call from any object, but for purposes of this article we will log it from the Contact object).
  2. On the right-hand side of this contact’s record, under Activity, make sure the Log a call tab is selected. Click into the “Create new…” box and it will take you to the call details (which are displayed in the above image).
  3. Fill out the call subject (i.e. “Call re: Dairy Block Building”).
  4. Pick a Due Date, signifying when the call happened.
  5. Choose a Related to object and record. This can be any object (property, company, etc).
  6. Choose a call result from the drop-down menu.
  7. Best Practice: leave a comment to add context for future reference. This is optional, but recommended.
  8. Select a marketing phase, if applicable. This is optional.
  9. Click Save.
  10. You will now be able to see this call in the object’s Activity History.
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