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How to Add Journals to Deals

Track Telephone Calls and Meeting Minutes.

  1. Open a deal.
  2. Click Add New and choose Journal.

Add Journal on Deal

  1. The journal card will pop up with the prefilled Superior Item, Customer, Contact Person, Start Time and End Time. Additionally, you can specify other fields:

Journal Added on Deal

NumberDescription
1Subject (short desciption of the activity, e.g. “Initial call,“ “Follow-up call,“ “Discussion about …“).
2Type (the drop-down menu can be customized in the Administration Settings: Module Settings> Drop Down Menus > Journal Type).
3Priority
  1. Use Note field to specify details of a call/meeting.

Note on Journal

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

To link different modules, you can also use the buttons Add New and Link to Existing on the top ribbon.

Add or Link Journal With Item

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

Journal Tab on Contact

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

Grouped Journals on Contact

Learn more here.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.