Struggling with manual call tracking in SPOTIO? Worry no more! Our latest feature allows you to log call activities instantly, even without the engagement bundle for automatic logging or a SPOTIO-assigned number. This guide will walk you through the simple steps to make your call logging process as efficient as possible.

Note: This feature is available for SPOTIO users without a SPOTIO phone number. For information on call logging with SPOTIO numbers enabled, find our article here.

How to Log a Call from SPOTIO

Step 1: Initiating the Call

• Navigate to a Record: Open the record of the contact you wish to call.
• Click on Call: Ensure that the contact's phone number is saved. If not, SPOTIO will prompt you to add a number before proceeding.

Step 2: Making the Call

• Place the Call: Once you click Call, click on the phone number displayed at the bottom.
• Your device's native calling app will be used to place the call.

Step 3: Select the Call Result

• Return to SPOTIO: After completing the call, switch back to the SPOTIO app.
• Input Call Details: You'll be presented with a "How was the Call?" screen. Here, you can select the call result.

Step 4: Log the Call

• On the next screen you can enter notes from the call or attach documents, schedule a Follow Up activity, adjust Pipeline Stages, and edit any information in fields.
• Once you have made your edits and added your notes, attachments, and scheduled your Follow Up activity, Click Log Call.
• Review Your Log: The call will automatically be logged in the Activity history along with any notes or attachments you added.