Logging phone calls or meeting notes

Need to log a customer phone call or enter notes about a call or a meeting? You have a couple of options for logging phone calls in Insightly: entering a note or logging a completed task.

Within each individual record (contact, lead, organization, project, opportunity), use the Notes subtab to enter a note. To enter a task, go to the Tasks subtab, enter a task, and mark it complete. 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, then click the Add Note button.

    Notes to Add Note button

  2. Enter the note title and text. The note date will default to the time and date you enter the note, but you can change the date to reflect the date of the actual call or meeting. Click on the File Attachments and Date of Note link that appears directly below the text box. You can enter a new date there.

    Add Note form

  3. Once you have saved your note, it will appear in the Notes subtab.

    New note displayed

Logging a call or meeting as a completed task

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

    Tasks tab to Add Task

  2. Enter the task details. Be sure to select the Complete status. The category field is useful to many customers who want to log calls or meetings.

    New completed task

  3. Once you have saved your task, it will appear in the Tasks subtab.

    New completed task done

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