How do I Log a Call? (with video)

Ebsta Support -

Ebsta Chrome enables you to record activities in Salesforce directly from LinkedIn. 

Watch this short video showing you how to edit existing records in Salesforce from LinkedIn including Logging a Call or read the article below.

 

 

How to Log a Call

1. When viewing a Salesforce record in Ebsta Chrome (whether it's a LeadContact or Account), click Log a Call.

 

2. Complete all the relevant fields and click Save.

 

3. 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?