When you're away from your desk, it's not always practical—or even possible—to take notes during or right after a call. Salesloft Mobile lets you quickly log call notes, outcomes, and sentiment so you can keep track of conversations, even when you're on the go (as long as you aren't driving).
The way you log your call will depend on whether the phone number you dialed is linked to a Person in Salesloft or not.
- If the phone number is linked to a Person, you will log the call from the Recent Calls list.
- If the phone number is not linked to a Person, you will need to select a Person to tie that log to prior to logging the call.
We will walk through the process for both instances.
In this article, you will learn about how to log a call in Salesloft Mobile, including:
Before you log a call, make sure:
- You have the Salesloft Mobile app installed and are logged in.
- You’ve made or received the call using a Salesloft-tracked number.
- You’re in a safe place to log the call (i.e., not while driving).
- The contact you called is either synced to Salesloft or can be selected manually.
If the number you dialed is linked to a Person in Salesloft, their name will appear in the Recent Calls list.
To log a call from the Recent Calls list, follow these steps:
- Open the Salesloft Mobile app.
- Go to the Calls tab.
- Select Call History.
- Find the call you would like to log. Click the plus sign icon on the far right.
- The call details will appear along with the log box. Click in the Log your call notes window and type any notes in the box. When you are done adding notes, tap your finger outside of the box to escape the keypad.
- Add a disposition. Click the Disposition box. The disposition options will appear. Select a disposition or click Back to go back to the previous page. Once a disposition has been selected, it will take place in the box.
- Add a sentiment. Click the Sentiment box. The sentiment options will appear. Select a sentiment or click Back to go back to the previous page. Once a sentiment has been selected, it will take place in the box.
- Click Log.
- Once the call is logged, the icon will change from the plus sign to the "i" icon for log information.
If the phone number is not associated with a Person in Salesloft, you will need to select a Person to tie that log to prior to logging the call.
To select a Person to log, follow these steps:
- Open the Salesloft Mobile app.
- Go to the Calls tab.
- Select Call History.
- Find the call you would like to log. Click the plus sign icon on the far right.
- In the Call Details page, click Select a person to log this call.
- Search for a name. Select a Person.
- The call details will appear along with the log box. Now it will show the name of the Person you are logging to.
- Click in the Log your call notes window. Add a disposition and sentiment.
- Click Log.
- Only calls made or received through Salesloft-tracked numbers will appear in theCalls History list.
- Logged calls sync back to Salesloft and your connected CRM.
- If the contact doesn’t exist in Salesloft, create the Person record first to ensure your log is properly associated.
Now that you know how to log calls from Salesloft Mobile, consider:
- Using Call Dispositions to track outcomes
- Viewing call activity in the desktop app
