RingCentral/Salesforce can you log a call from an existing task or future call task?

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  • Updated 6 months ago
Our company typically operates by Opportunity (object) vs Account. We are creating tasks for users to follow up with customers by calling 30 days after a quote is sent. In an effort to streamline the process we are trying to figure out if users can log a call directly through the scheduled task. Or would they have to log a call from the Opportunity separately and then mark the matching task as complete?
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Christy Lee

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Posted 6 months ago

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Colin Liu, Sr. Integration Engineer

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Hey Christy. Thanks for your post.

I am afraid that user needs to log the call from the Opportunity and then mark that task as complete. There aren't options for logging a call to an existing task at the moment. But I think this is a good product idea. I will bring this to our Product Team for further evaluation.