Creating call custom fields streamlines call communication for opportunities, particularly by allowing custom responses to be recorded alongside default call fields. This ensures that all necessary responses are pre-defined in a way that allows them to be updated as custom call field responses. These call custom fields are used when logging a call, and the call logs are saved along with the selected custom call fields and call note template.
Please refer to the guide to learn more about call note templates.
View setting
➡️ Profile icon > Settings > Communications > Call custom fields > View
Adding a call custom field
There are three default call fields available to add the call custom fields against each call field. The default call fields are namely,
Reason for call: Why the call was made (e.g. 'Proposal Follow-Up', 'Booking Survey', 'Customer Query')
Type of call: What kind of interaction it was (e.g. 'Outbound', 'Inbound', 'Voicemail')
Outcome of call: What happened by the end of the call (e.g. 'Appointment Booked', 'Left Voicemail', 'Follow-Up Required')
Add the options for each call field. Then, you can use the appropriate one as needed. To add a new option,
➡️ Choose a call field > Click Add new option
Enter the option name.
Click 'Save' to store the option added to the selected call field.
Managing the call custom fields
Editing the call custom fields
To edit a call custom field, Click on Edit > update changes > Save.
Deleting the call custom fields
To delete a call custom field, Click on Delete > Confirm ‘Delete’.
To learn how to use the call custom fields we created, refer to the Opportunities record guide.