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DealerTeam

Log a Call from a Sales Up

Goal

Keep track of the calls made to prospects by logging calls directly from the Sales Up.

After reading this article you will be able to:

  • Navigate to a sales up
  • Log a call

 

Step One: Navigate to a Sales Up

  1. From the DealerTeam Sales app Click Sales Up.

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2. Select the desired Sales Up.

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Step Two: Log a Call

  1. Click the Activity tab.
  2. Select the Log a Call sub-tab.
  3. Click the Add button.

Log a Call from a Sales Up for Lightning- activity tab log a call tab add button.png

 

Next Step:

Fill out the Log a Call fields and click Save.

(a) Subject - Add details to the Subject. (HINT) the subject will show on the home page (b), add Comments (c), Related To (d) Save button (e).

Log a Call from a Sales Up for Lightning- Log a Call sub-tab.png