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Logging Communication
You can see the ‘Communication History’ tab for each company/person in your CRM. This is where you can store any communication you’ve had with the customer or supplier.
To log a communication, click on ‘New Call’.
Fill in the call details form.
Select whether it is an existing contact or a new contact. If there is not an existing contact, click ‘New Contact’ and it will save the details against the call details and company contacts tab for next time.
If you want a reminder to call back, click ‘Create Call Back’.
