Now you can save call details to Salesforce -- including notes and custom fields -- without leaving Gmail or Outlook.
Simply click "Log Call" and enter the pertinent information and save to relate the information to the right lead or contact in Salesforce.
Plus, with Cirrus Insight Flight Plans, you can load call scripts for yourself and your team to use for prospecting and for following up with customers. And you can always just click-to-call a phone number from the side panel to get a call started asap.
Here's a quick tutorial video on logging calls to Salesforce:
No credit card required
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