Log a Call to Salesforce in Gmail

Logging a call shouldn’t take you as long as the call itself. After each one, you want to move along as fast as possible.

Using Cirrus Insight in Gmail, you can log a call to Salesforce, relating it to the appropriate lead or contact without leaving your inbox or while on your mobile device. Just click ‘Log Call,’ enter any necessary notes or follow-up information, and the call will be logged to Salesforce. Done. Start the next call.

 

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