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Solgari User - Log A Phone Call Activity

  1. Add a note: Add a note while you're on the call and save it for future reference. Notes will be saved to CRM record timeline. 

  2. Relate to: Reference your notes and call recoding against cases or opportunities in the CRM.

  3. Create: Create a new account, contact or lead in your CRM from teams

  4. Assign: Update existing customer data in CRM rather than creating duplicate records


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