Ring Central Phone Call Logging in Salesforce; Multiple Contact and Related Record Scenario
- Matt Rice |
- 5 steps |
- 56 seconds
1
FROM OPPORTUNITY PAGE FIND THE CONTACT CARD
2
click the phone number of contact
3
Once you click the phone number, Ring Central will call the number and a Screen Pop will display on the bottom left corner
4
either during or after your call do this
- **SUBJECT:**
- Ring Central will automatically fill in the outbound phone number. You should change it to something that reflects the call topic, so it doesn't get lost in the feed.
- **NAME:**
You will either see the contact name or multiple name matches. You should definitely go in and click the correct contact if there are multiple options.
- **RELATED TO:**
- If there are no open opportunities or cases, this will default to the account.
WHILE ON PHONE ADD YOUR CALL NOTES
5
Once complete, click save...this can be set to autosave in the settings.
