This guide explains how to add, view, edit, and delete phone calls in CRM.

Phone Calls help you track communication history with leads, and contacts for better follow-up and record keeping.

? Where to Access CRM

Where to Access This Function

On the Phone Calls View List page, you will see:

No. Function Description
1 Add Create a new phone call record
2 Edit Update phone call details
3 Delete Remove a phone call record
4 Details View full phone call information

Use the screenshot below to locate these buttons.

How to Add New Phone Call

  1. Go to Phone Calls > View List

  2. Click Add New Phone Call

  3. Fill in the required information below:

1. Contact

Field Description
Contact *  Select contact (PIC)
Add New Contact Add contact if not available

2. Report

Field Description
Call Summary / Problem Description Brief summary of the call or issue
Notes / Cause of the Problems Details or root cause
Action Taken / Solution Given Action taken or solution provided

3. Call Information

No. Field Description
1 Date Time Call *  Date and time of the call
2 Type *  Inbound / Outbound
3 Category *  Main call category. To add more phone call categories, please refer
CRM Configurations – Phone Call Categories
4 Sub-Category *  More specific classification. To add more phone call categories, please refer
CRM Configurations – Phone Call Categories 
5 Assigned To *  Staff responsible for the call
6 Status *  Call status (e.g., Open, Closed)

        4. Click Save Form after completing required fields (*).

How to View Phone Call Details

  1. Go to Phone Calls > View List

  2. Click Details next to the phone call summary

  3. Review:

    • Call information

    • Contact / PIC

    • Call Summary / Problem Description

    • Notes / Cause of the Problems

    • Action Taken / Solution or Guide Given

    • Status

How to Edit Phone Call

  1. Go to Phone Calls > View List

  2. Click Edit next to the phone call summary

  3. Update necessary details

  4. Click Save Form

How to Delete Phone Call

  1. Go to Phone Calls > View List

  2. Click Delete next to the phone call summary

  3. Confirm deletion

⚠️ Deleted records cannot be recovered.