Call a contact and record contact history

Call from the list

Phone numbers on Leads and Clients open the device’s native phone app when supported. On a desktop without a calling app, the system may ask you to choose an application. Opening a phone link does not prove that a call connected or finished.

Save a useful note

1. Find the lead or client and click their phone number, or open Log call directly.
2. After the conversation, enter what was discussed and the agreed next step.
3. Save the call note, then review it in the profile’s Contact History.
4. Create a follow-up task if the conversation needs another action.

Read the history

Contact History groups dated and timed notes and shows how many days have passed since the last recorded contact. The Call Report counts saved call notes by day; it is not a phone-carrier call log and does not confirm call duration.