Before You Start
Contact Log’s are used to log conversations and other communication with entities such as Leads, Prospects, Proposals, Students or Enrolments and the Organisation.
Using Contact Log
To enter a contact log follow the steps below:
1. Enter the Contact Date the contact occurred – this is a mandatory field and MUST be entered to be able to add the entry to the grid.
3. Select the log type from the drop down box for the type of contact you want to log. This is a User code and needs to be setup from the User Codes screen prior to the information being entered.
This is not mandatory so does not need to be added to add the entry to the grid but will make reporting on the data easier.
Still having trouble?
If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at email@example.com or call us on 1300 85 05 85. We’re happy to help!