Log a call or walk-in

Record a phone call or a visit in a few taps, and get reminded to call back.

Not every lead comes through your website. Logging calls and walk-ins keeps your contact list complete.

Steps

Open Messages & customers → Contacts and click Log a call. You can also do it from any contact's page.
Type their number and name if you have it.
Note what they wanted.
Pick what happened: new lead, booked, call back, or not interested.
Save.

If the number belongs to someone you already have, the call is logged on their record instead of creating a duplicate.
Choosing "call back" adds a task with a reminder.
You can ask the assistant: "Log a call from Mike, 555 0142, wants a deck quote, call back Thursday."
On a phone, you can add the client portal to your home screen and use its Log a call shortcut.
Calls answered by your Voice Agent are logged for you. See Answer phone calls with the Voice Agent.

Still stuck?

Send us what you were trying to do and what happened. We usually reply within a working day.