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14.17 How to Create a Call Log in Tradepoint


There are two ways to create a Call Log within Tradepoint. The first way is from the Work Center. On the main Work Center Screen simply Click the Call icon  and you will be taken directly to the main Call Log screen. From there you will need to assign the correct contact information to this Call Log. A smaller window will open asking you to assign the correct contact information to the Call Log. Simply type in all or part of the contact name and double click when you have found it. From there you can complete your Call Log and save your changes.

The second way to generate a Call Log is directly from a contacts file. For example, when you have an open lead you will need to click on the Call Log icon  in the toolbar within a Lead.  The main window for a Call Log will then open. Simply fill in the details, save your changes and the Call Log will be attached to that contact file.

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