How to log a call from the Insightly Mobile App

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

  1. Open the menu drawer. Select Contacts, Organizations, or Leads.

  2. Select a record.

  3. Scroll down to Contact Details. Tap the phone number.

  4. Select Call Now.
  5. Place your call. Return to the Insightly app.

  6. A message will appear asking if you want to log this call. Tap Yes, Log It.

  7. A completed task will be created. This will be the record of your call.

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