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Archive | How do I Log a Call in Salesforce Using ZynBit?

To log a call to Salesforce while in Email, select the Contact record on the ZynBit task pane and click the A beside the person's name to open the actions menu. Select “Log call” to create a the new record.

The Salesforce fields are displayed for completion.  Required fields are outlined in red.  The Create button highlights as available once required fields are completed.

 

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