Calling a Contact

Call a contact from within the Mobile Sales application.

Prerequisites
If you want to log calls as CRM activities, select the Log Phone Call setting. See Settings.
Task
  1. On the home screen, select Contacts.
  2. Select a contact to view the contact fact sheet.
  3. Select the phone number to call.
  4. Confirm the phone number, then select Dial.
  5. If you selected the Log Phone Call setting, after you end the call, log the phone call as a CRM activity.

    The applications displays a pop-up asking if you want to log the phone call as a CRM activity.

    1. Click Yes.
    2. Follow the screens to finish creating the activity.
Parent topic: Viewing Contacts
Related tasks
Logging a Phone Call as an Activity