How to log phone calls or meeting notes

When you need to log a phone call or enter notes about a call or a meeting, you can add them in notes or tasks. You can then create reports in Insightly to track these activities.

How to enter a call or meeting as a note

  1. When viewing a record, click the Notes subtab and then click Add Note.

    Notes to Add Note button

  2. Enter the note title and text. You can change the note's date to reflect the date of the call or meeting by clicking File Attachments and Date of Note.

    Add Note form

  3. Click Add Note. The new note will appear in the Notes subtab.

    New note displayed

How to log a call or meeting as a completed task

  1. When viewing a record, select the Tasks subtab and then click Add Task.

    Tasks tab to Add Task

  2. Enter the relevant information and select the Complete status. Keep in mind that your administrator can create custom categories, like "Conference call" or "Lunch meeting."

    New completed task

  3. Click Save. The new task will appear in the Tasks subtab.

    New completed task done

When you need to log a phone call or enter notes about a call or a meeting, you can add them in notes or tasks. You can then create reports in Insightly to track these activities.

Entering a call or meeting as a note

  1. When viewing a record, click the Notes subtab and then click Add Note.

    Contact-to-task.png

  2. Enter the note title and text. You can change the note's date to reflect the date of the call or meeting by clicking File Attachments and Date of Note.

    New-note4.png

  3. Click Add Note. The new note will appear in the Notes section of the Related subtab.

    screenshot_2017-10-25_n04.png

Logging a call or meeting as a completed task

  1. When viewing a record, select the Activity subtab, click Add Activity, and select Add New Task.

    Contact-to-task.png

  2. Enter the relevant information and select the Completed status. Keep in mind that your administrator can create custom categories, like "Conference call" or "Lunch meeting."

    Add-Task.png

  3. Click Save. The new task will appear in the Tasks section of the Activities subtab.
    Contact-activity-task.png
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