Edit a Lead Call Log

OBJECTIVE

To edit a Lead Call Log in ConstructionOnline.

BACKGROUND

Documenting communication with Leads allows you to keep track of specific details and important information gathered from casual conversations, meetings, emails, or text messages. If you need to make changes to a previous Lead Call Log entry, you can do it in a few simple steps.

THINGS TO CONSIDER

• Lead Call Logs are managed in their own category within Lead Tracking
• Use Lead Call Logs to also document Emails, Text Messages, etc.

STEPS TO EDIT A LEAD CALL LOG

1. Navigate to Lead Tracking via the Left Sidebar
   
2. Select the Lead Call Log category
   
3. Right-click on the desired Call Log Entry
4. Choose Edit Call Log from the dropdown menu 
   1. This will open the Edit Call Log Entry window
   
5. Make desired changes:
   1. Details: Revise the Contact, Phone Number, Date, Time, Duration, or Notes
   2. Attachments: Remove or upload additional Files & Photos
6. Click Save

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Leads & Lead Tracking can be found in the article FAQ: Lead Tracking. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.