How to Log Calls in Kylas CRM?

How to Log Calls in Kylas CRM?

Logging calls is considered as one of the best practices in every rep's sales journey. This not only tracks the daily productivity but also ensures the progression of Leads. Following are the steps to help you log your calls,

Prerequisites. 

Permissions - Any user with the the access to create Calls on the specific entity required in action. ( Lead, Contact and Deal)
Product Plans - All
Activities to be completed - None

Step by Step Process.

1.)  Navigate to the "Call Logs" tab on the sales panel in the left.

2.)  Click on Log a Call.

3. It will open up a Call Log form.

4. Proceed with selecting an entity and the associated record related to that entity. Fill in the basic details - phone no, call type and the outcome.









5. Add all the details related to the call and enter the Call notes if any. 


6. Click on add and once done save the record.

    • Related Articles

    • How to sync the mobile phone call logs with Kylas?

      This article covers the steps to be followed to sync the calls made from your phone to your Kylas account. Prerequisites: Permission: Create permission on Calls Call permission on Leads, Contacts and Deals Product plans: All Device: Android device ...

    • How to make outbound call from Kylas web application via your mobile phone?

      This article covers the steps to take in order to make outbound call through your mobile phone by clicking a button on the web application. Prerequisites: Product plan: All plans Permission: Read permission on Lead and Contacts Steps to be completed: ...

    • Create Call Logs with Market Place on Mobile App

      This article covers the steps for using the Kylas App to log calls via Marketplace related to the Leads and Deals in Kylas CRM, and create call log entries for the same. Prerequisites Permissions: Create call log & Special Access Permission for ...

    • How to create a Manual Call Logs on Mobile App?

      This article covers the steps for using the Kylas App on the android phone to manually add call details related to the leads and contacts in Kylas CRM, and create call log entries for the same. Prerequisites Permissions: Create call log & Special ...

    • How to Customize Call Logs Form Fields?

      Prerequisites Permissions: Configuration Management > Custom Field > Basic Access: Toggle on "Create" & Administrative Access: "Update All" Product Plans: Elavate Activities to be Completed: None Steps Step 1: Navigate to CRM Settings > Dashboard > ...