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How to Log a Phone Call or Meeting

How to Log a Phone Call or Meeting

Section titled “How to Log a Phone Call or Meeting”

Logging calls and meetings in HARi CRM ensures your team has a complete history of every customer interaction. When someone else takes over a deal or a colleague needs context before a meeting, the full story is right there.

Logging from a Record

Section titled “Logging from a Record”

The quickest way to log a call or meeting:

  1. Open the related record (a contact, company, or opportunity)
  2. Click Log Activity (or the + button in the activity timeline)
  3. Select the activity type: Phone Call or Meeting
  4. Fill in the details:
    • Subject — Brief description (e.g., “Initial discovery call”)
    • Date and Time — When it happened (defaults to now)
    • Duration — How long it lasted
    • Notes — Key points discussed, decisions made, next steps
    • Related to — Already linked to the record you opened from
  5. Click Save

The activity appears in the record’s timeline immediately and is visible to anyone with access.

Logging from the Activity List

Section titled “Logging from the Activity List”
  1. Go to Activities in the left sidebar
  2. Click New Activity
  3. Choose the type (Phone Call or Meeting)
  4. Fill in the details and link it to the relevant contact, company, or deal
  5. Click Save

What to Include in Your Notes

Section titled “What to Include in Your Notes”

Good activity notes help your future self (and your teammates). Include:

  • Key discussion points — What did the customer say? What concerns did they raise?
  • Decisions made — Any agreements or commitments from either side
  • Next steps — What needs to happen next, and by when?
  • Attendees — Who was on the call or in the meeting

Creating Follow-Up Tasks

Section titled “Creating Follow-Up Tasks”

After logging an activity, you often need to follow up. From the activity record:

  1. Click Create Follow-Up
  2. Set the task type, due date, and description
  3. The follow-up task is automatically linked to the same contact and deal

This ensures nothing falls through the cracks after a conversation.

Viewing Interaction History

Section titled “Viewing Interaction History”

To see all interactions with a contact or company:

  1. Open the record
  2. Scroll to the Activity Timeline
  3. All calls, meetings, emails, and notes appear in chronological order

Next Steps

Section titled “Next Steps”