Call Log - Add Customer | Voters

Call Log - Add Customer

gathering votes

Will Hagen

The ability to add a new customer from the call log without creating a new deal.

Matt Like

Hey Will Hagen, this can be done by adding a customer to the CRM first (with matching number) and toggling off "add deal" slider when adding them to CRM. Then, when you "Add Customer" (save) the call from the Call Log it will merge into their profile and won't create a new deal. Screenshot attached. I also tested this on saving calls from customers that are already in the CRM, and if they don't have an open deal, then the call should merge right in to their old (dead/delivered) deal without creating a new deal either. It's seems to be only when saving the call and clicking "Add New Customer" that it will create a new deal (or by clicking "Add Deal" in the deal column, of course).

Randy May

Matt Like Good workaround! It would be great if that toggle switch was added to the call log section of the system though!

Caitlyn Wetherald

Randy May Agreed! I would love if we could skip that extra step.

Jacob Coleman

marked this post as

gathering votes

Jacob Coleman

Hi Will Hagen, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.

Shelby Parker

Hey Will Hagen, thanks for your feedback! I have a few more questions for you:

Can you describe the current process you follow to add a new customer from the call log?
What information would you like to capture when adding a new customer from the call log?
How frequently do you find the need to add a new customer from the call log?

Photo Viewer