Logging each call made to a lead is crucial as it maintains a detailed record of all interactions, enhancing the understanding of a lead's progress through the sales pipeline. This systematic tracking not only ensures consistent communication but also enhances strategic planning by revealing effective engagement tactics.

Additionally, monitored call logs support team accountability, offer valuable data for performance reviews, and help r

efine customer engagement strategies, thereby increasing the likelihood of successful conversions.

Step 1: Select the Lead
Begin by selecting the lead that you are communicating with.
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Step 2: Log the Call
Once you're in the edit screen, click the 'Log call' icon.
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​Note: You can see how many calls have been logged so far in the bubble.
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Step 3: Add a Note
While in the lead edit screen, it's crucial to add a note to each logged call. This note should summarize the conversation or highlight important points discussed. Adding notes helps maintain clarity and ensures that all team members can easily understand the history and context of communications with the lead.

Note: Historical notes can be viewed in this box.

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