question

ella-jenness avatar image
ella-jenness asked ·

Salesforce: When calling from a Contact Page would like to relate that call to a contract

Our salesteam calls from Contacts but we would like to make it mandatory for them to link all their calls to specific Contracts. As this time we don't seem to be able to call from a Contact page and make the call related to a contract. Will that be possible in the near future?

topic-default
1 |1000 characters needed characters left characters exceeded
Toggle Comment visibility. Current Visibility: Viewable by all users

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

2 Answers

· Write an Answer
mike avatar image
mike answered ·
HI  Ella Jenness,   Can you further explain what you are wanting to do?  Is this related to a 3rd party integration, such as Salesforce or some other application? 

Mike 
Share
1 |1000 characters needed characters left characters exceeded
Toggle Comment visibility. Current Visibility: Viewable by all users

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

ella-jenness avatar image
ella-jenness answered ·
Hi Mike, Yes we are working from Salesforce.
Share
1 |1000 characters needed characters left characters exceeded
Toggle Comment visibility. Current Visibility: Viewable by all users

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

Write an Answer

Hint: Notify or tag a user in this post by typing @username.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

Customer Spaces