Log a call, text, or meeting
Record how a call went in a few taps, so Today and the client's story stay current.
AgentsAssistants
Em can't hear your phone calls, so take five seconds to tell her how they went.
- Tap the phone button on a Today item, or Log on someone's page.
- Pick Call, Text, or In person. For a call, pick how it went: talked, voicemail, or no answer.
- Add a quick note, typed or spoken, if there's anything worth remembering.
Em files the note, counts the touch toward your daily goal, and checks the item off Today. A call with no answer can add a "try again tomorrow" to-do for you.
Didn't answer it? Write to us and tell us what you were trying to do.