Create inbound call activity and attach to deal
Create inbound call activity and attach to deal
Your inbound client calls often arrive unlogged, leaving case context missing and follow-ups delayed. Logged call activities give partners and intake staff full context for same-day follow-up.
Overview
When inbound client calls aren't recorded, partners and intake coordinators lose case context and follow-ups slip. This flow captures each completed inbound call as a CRM activity, attaches it to the related matter, and assigns the activity owner so your team has full context for same-day follow-up.