How to Add Journals to Leads

Track Telephone Calls and Meeting Minutes

How to Start Using eWay-CRM » Leads » How to Add Journals to Leads

  1. Open a Lead.
  2. Click Add relation with a new item and choose New journal.

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  3. The Journal card will pop up with the prefilled Superior item, Company, Contact, Start and End. Additionally, you can specify:

1) Title (short desciption of the activity, e.g. “Initial call,“ “Follow-up call,“ “Discussion about …“),

2) Type (the drop-down menu can be customized in the Administration Settings: Module settings> Drop down menus >JournalType),

3) Importance.

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  1. Use Note field to specify details of a call/meeting.

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  2. Click Save.
  3. In the the lower half of the Journal card, you can attach such related information as:
    • Emails
    • Documents
    • Tasks
    • Calendar events
    • Leads
    • Projects
    • Companies
    • Contacts
    • Marketing campaigns
    • Goods
    • Categories
    • Users (team members involed)

To link different modules, you can also use the buttons Add relation to a new item and Add relation to an existing item on the top ribbon.

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Now, you can find all your activities under the Journal tab on the Lead card.

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You can filter or group items by any field, e.g. by Type.

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Learn more here.

Do you have questions? Our consultants have answers.

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