As your company's relationship with a customer progress, you can log your activities with them in the Events tab of the Contact Companies workspace. For example, you want to record a discovery call, including who took the call for your company and who they reached out to.
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Under the CRM menu section, go to
Contact Companies » Events tab.
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Use the search filter and/or the
Search field to select a contact company.
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Click
+ Add Event.
A new event line appears.
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Enter a description.
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In the
Contact Mode field, select the preferred way to connect with the customer from the drop-down list.
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In the
Contact Person field, select a contact person from the drop-down list.
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In the
Employee field, select an employee from the drop-down list.
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In the
Planned Starting Date field, click the calendar icon to specify the target start date.
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In the
Planned Ending Date field, click the calendar icon to specify the target end date.
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Click
Save.