Manually Log an Inbound Phone Call
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Ryan Rico
Please add an option to manually log an inbound phone call on a customer’s profile when they call the dealership directly.
The employee should be able to:
• Open the customer’s profile.
• Select “Log Inbound Call.”
• Add notes about the conversation.
• Select the call outcome or disposition.
• Record any follow-up action needed.
• Save the call to the customer’s activity timeline.
The date, time, and employee name should populate automatically. This would let us document direct inbound calls that are not currently captured in the customer’s communication history.
Shelby Parker
Thanks for sharing this, Ryan Rico — really helpful context. I can definitely see how being able to manually log direct inbound calls (with notes, disposition, follow-ups, and auto-filled date/time/employee) would make the activity timeline and communication history much more complete. I’m looping this into our review with the team, and we’ll follow up if we need any additional details from your workflow.
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Ryan Rico
Shelby Parker Thank you! You captured the workflow perfectly. The main goal is to have a quick “Log Inbound Call” option on the customer profile so direct calls to the dealership can be documented in their activity timeline. I appreciate you submitting it for review.