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This guide explains how to add Call Logs for your Salesforce Leads using the EazyBe WhatsApp Extension. Track all your call activities directly from WhatsApp.

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Adding a Call Log

1

Open the WhatsApp Chat

Access the WhatsApp conversation for your Salesforce Lead.
2

Click on the Salesforce Icon

Select the Salesforce icon in the right sidebar of the extension.Salesforce Integration Panel
3

Access the Call Logs Section

Navigate to the Lead section and scroll to the bottom where you’ll find the last header labeled Call Logs.
4

Add a New Call Log

Click the Add Call Log button to open the call log form.Add Call Log Button
5

Save Call Log

Enter the necessary details and then click Save Call Log button.Save Call Log Form
6

View Your Created Call Log

Review the saved call log once completed.Created Call Log

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Managing Call Logs

Once a call log is created, you can manage it using the three-dot menu next to each entry:
  • Edit - Modify call log details
  • Delete - Remove the call log
Call logs are synced directly to Salesforce when you save. The call log information will be reflected in your Salesforce Lead record.

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Need Help?

If you have any questions or need assistance, contact our support team at hey@eazybe.com.