How to log a call or note, add a follow-up task or attach a file on a customer

Name: Arkon One: Log a call or note, add a follow-up task or attach a file
Duration: 47 s
Description: How to log a call or note, add a follow-up task or attach a file on a customer. A step-by-step walkthrough of the screens, buttons and fields involved.

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Next lesson: How to add and complete follow-up tasks on My tasks →

How to log a call or note, add a follow-up task or attach a file on a customer. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open the customer and go to Notes & tasks.
Pick the type (Note, Call, Email, Meeting or Follow-up task), type the text, and for a task choose a due date.
Press Add.

Tip

For files, open the Files tab, choose the file, add an optional caption and press Upload. Follow-up tasks from every customer, opportunity and quote appear on My tasks and in the My follow-ups dashboard widget.

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