Did you know that EazyBe allows you the flexibility to add Call Logs for your Salesforce leads? If you’re wondering how to do this, let’s dive in!
Open the WhatsApp Chat
Open the WhatsApp chat of your Salesforce lead.
Click on the Salesforce Icon
Click on the Salesforce icon in the right sidebar of the extension.
Access the Call Logs Section
In the Lead Section, scroll to the bottom where you’ll find the last header labeled Call Logs. Click on it to access the section.
Add a New Call Log
Click on the Add Call Log button
Save Call Log
Enter the necessary details and then click Save Call Log button.
View Your Created Call Log
Once saved, you can view your created call log.
Edit or Delete Call Log
You can also edit or delete the created call log by clicking on the three dots next to it.
We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!