Log a Communication

Log a Communication

How to Document Communication

Opportunity Module
  1. Open the module that you would like to document communication to (Contact, Opportunity or Budget)
  2. Open the Contact, Opportunity or Budget to which you want to document a communication
  3. Click on "Communication" (located near the bottom of the screen) 
  4. Click on the "New" icon (located on the upper right-hand corner) and select "Log Communication" 

  5. Enter in the necessary information
    1. Message
    2. Description
  6. Click on "Log" 





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