How do I add a note in the Call Logs?

Updated on October 24, 2020 04:56AM by Admin

The Call Logs activity of Apptivo allows you to perform other collaboration activities. This includes adding notes. You can effortlessly add notes to your call logs.

Steps to add notes

  • Log into your Apptivo account and navigate to the Call Logs.
Home Page

  • Select the More Details of a call log to redirect to the overview page.

  • On the overview page, select the Notes tab. The Notes page comes into view. Select the create button to add a note.
  • In the Create Note side panel, add the description.

  • On scrolling down, you can make use of the "Shared With" field to share it with others. In addition, you can also associate it with other records.
Shared With

  • A new note is added when the create button is selected.
Note Created