How do I Log a Call?

Ebsta Support -

Ebsta enables you to record activities in Salesforce directly from Gmail or the web page you are on. 


How to Log a Call

1. View a record in Ebsta (whether it's a LeadContact or Account).

If you haven't already done so, we recommend reading the following article:

How do I view a Salesforce record? 


2. Click Log a Call.


3. Complete all the relevant fields and click Save.


4. You can then view the newly created Logged Call in the Activities History against the record.


Recommended next reading:

How do I add a Task?

How do I view Open Activities?

How do I view Activities History?

How do I add an Account to Salesforce?