After reading this article you will be able to:
- Navigate to a sales up
- Log a call
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.
Step One: Navigate to a Sales Up
- Click the App Launcher icon.
- Enter <Sales Up> in the search area.
- Click the Sales Up link.
- Select desired Sales Up.
Step Two: Log a Call
- Click the Activity tab.
- Select the Log a Call sub-tab.
- Click the Add button.
Log a Call Sub-tab
The Log a Call Sub-tab is comprised of Subject (a), Name (b), Comments (c), Related To (d) and a Save button (e).
Fill out the Log a Call fields and click Save.