07Prospecting & CRM6-minute read
Call Tracking and Manual Check-ins
Record phone calls, visits and commitments in the customer timeline.
Before you begin
- Open a customer account.
Step-by-step instructions
- 1
Start a call
Choose Call & Track when a phone number is available; your device may open its dialer.
- 2
Record the outcome
Use the call review workflow or Log Call to describe what actually happened.
- 3
Log in-person activity
Use Manual check-in for a visit or conversation not initiated by Call & Track.
- 4
Capture essentials
Record the decision-maker, system needs, objections, quote requests and promised next action.
- 5
Set the follow-up
Choose a real date and verify the activity appears on the account timeline.
Expected result
Another representative can understand the interaction and next step.
Sales best practice
Do not record a signed agreement, completed walk or sale unless it actually happened.