Users on paid accounts can log their phone calls through the Insightly mobile app. Just make a call and Insightly will create a new record that contains important details about the call.
How to log a call
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Open the menu drawer. Select Contacts, Organizations, or Leads.
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Select a record.
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Scroll down to Contact Details. Tap the phone number.
- Select Call Now.
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Place your call. Return to the Insightly app.
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A message will appear asking if you want to log this call. Tap Yes, Log It.
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A completed task will be created. This will be the record of your call.
