Salesforce: Log a call against Opportunity and not Contact/Lead/Account

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  • Updated 4 months ago

Does anyone struggle logging their phone call against an opportunity?

The RC plugin only gives me the option for options for Lead, Contact & Account.

Opportunity is an option set up within the softphone center in Salesforce.

I see no way to search for Opportunity within the plugin. 

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Adam Jacobi

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Posted 4 months ago

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Jenn, Official Rep

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Hi Adam!

We can establish that. 

You might want to create a ticket so one of our Salesforce Integration representatives will help us out.

Click here to create a ticket.