Log a call or WhatsApp on a client

Start the call or message from the client's workspace, pick how it went, add a line of notes and schedule the next attempt in the same form.

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• Log a call or WhatsApp on a clientStart the call or message from the client's workspace, pick how it went, add a line of notes and schedule the next attempt in the same form.3 min read · 5 steps

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1. 0:08Every call and WhatsApp with a client belongs on their timeline, so you and your colleagues can see when they were last spoken to and what was said. The quickest way is to start the contact from the CRM itself.
2. 0:26On your pipeline, click the client's card to open their workspace. Their phone and email are at the top, with Call, WhatsApp and Email beside them.
3. 0:41Click Call to dial the number with your phone or desk app, or WhatsApp to open a chat with them. The CRM records that you reached out, and a short form opens underneath for the result. If the client has no number on file, the CRM tells you so: add the number and try again.
4. 1:06For a call, choose No answer, Spoke, Left voicemail or Call back later. Then add a line or two of notes: what they said, what you agreed, anything the team should know.
5. 1:20For a WhatsApp, the form is the same, with its own outcomes: Spoke with client, No answer, Left message or Awaiting reply.
6. 1:33Under Schedule next follow-up, click Tomorrow, In 2 days or Next week, or choose a date and time of your own. One press logs the contact on the timeline and books the follow-up. If there was no answer, this is how you make sure you try again.
7. 1:54Open the Activity tab. The call is at the top with its outcome and your notes, and the next follow-up shows in the header and in Tasks and Calendar.
8. 2:07Log every attempt, not just the conversations: a string of No answers tells a colleague to try a different channel or a different time.