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.
- 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.
- A new note is added when the create button is selected.
