Understanding Call Logs

You can log calls in BoldSales from the details page of contacts, companies, and pipeline records. This guide shows where to access the call log form, how to record key call information, link related records, and add attachments. It also explains how to view saved call logs so you can maintain a complete history of interactions.

Where to log calls

You can log calls from the record details page in the following modules:

• Contacts
• Companies
• Pipelines

Steps to log a call

1. Open the module you want to log a call from (Contacts / Companies / Pipelines).
2. Click a record to open its details page.
3. Go to the Calls tab.
4. Click the Log call icon.

The below image shows how to access call logs from the Contacts module.

6. The Call Log drawer will open.

Filling in call details

Fill in the call details using the fields below.

1. Subject - Enter a short title that describes the purpose of the call. Example: Follow‑up about pricing or Introductory call.

2. Call type * - Select the direction of the call:

   Inbound – The customer called you.

   Outbound – You called the customer.

3. Outcome - Select the result of the call from the dropdown menu. This helps your team understand what happened without reading the notes

   Interested – The contact showed interest.

   Not interested – The call did not lead to interest.

   No response – The call went through, but the person did not pick up.

   Unable to reach – The number was unreachable.

   Left a message – You left a voicemail or message.

4. Start date * - Select the date when the call began. This helps track when the conversation actually happened.

5. Start time * - Select the exact time the call started. Useful for reporting and timeline calculations.

6. Duration - Enter how long the call lasted (in hours, minutes, and seconds). It helps track call effort.

7. Owner * - Choose the user responsible for the call. It defaults to your name but you can assign it to another team member if needed.

8. Notes - Add a summary of what was discussed during the call. Use this field to record important points, follow‑ups, commitments, or customer feedback.

Fields marked with an asterisk (*) are mandatory and must be filled in before you can save the call log.

Linking records to a call

You can link contacts, pipeline records, and companies to a call log to keep all related information connected.

• In the call log drawer, click
• The Link Call Log drawer will open.

Link contacts

1. Click the dropdown next to Contacts section.
2. Add or remove contacts to link with the call log.
3. Search and select the contacts you want to associate with the call log.
4. If the contact does not exist, click + Create to create a new one.

Note: To perform this action, the user must have the Create contacts permission enabled in the Contacts module.
For steps on managing and assigning this permission, refer to Understanding permissions in Contacts module

When contacts are linked, their companies are automatically linked. You can still add additional companies manually if needed.

Link pipeline records

1. In the Pipeline Records section, click the dropdown next to it.
2. Add or remove pipeline records to link with the call log.
3. Choose how you want to add pipeline records, manually choose pipeline records or select open pipeline records for all linked contact(s).
4. Select the pipeline from the dropdown and search and select the pipeline record.
5. If the pipeline record does not exist, you can create a new one from the dialog using the
6. + Create to create a new one.

Note: To perform this action, the user must have the Create companies permission enabled in the Companies module.
For steps on managing and assigning this permission, refer to Understanding permissions in Pipelines module

Link companies

1. In the Companies section, click the dropdown next to it.
2. Add or remove companies to link with the call log.
3. Companies linked to selected contacts appear automatically, but you can link more companies manually.
4. If the company does not exist, click + Create to create a new one.

Note: To perform this action, the user must have the Create companies permission enabled in the Companies module.
For steps on managing and assigning this permission, refer to Understanding permissions in companies module

5. Click to save.

Adding attachments

• In the drawer, click button at the bottom.
• Select Click to upload, then drag and drop your file into the upload area or select it manually.

6. Click

When a call is logged in any of the three modules, it automatically appears in the Calls tab of the linked contact, its associated company, and any linked pipeline records.

View call log details

1. Go to the record details page and go to the Calls tab.
2. Here you will see a list of all logged calls.
3. Select a call to view the details pane on the right.

Editing a call log

You can edit an existing call log to update details such as the subject, call type, outcome, duration, owner, or notes.

Steps to edit a call log

1. Open the relevant record (Contact, Company, or Deal).
2. Go to the Calls tab.
3. Click the call log you want to edit.
4. Click the icon on the right.
5. A drawer will open, update the required call details.
6. Click to save the changes.

Note: Only users with the required permissions can edit call logs.

Deleting a call log

You can delete a call log if it is no longer required or was added by mistake.

Steps to delete a call log

1. Open the relevant record (Contact, Company, or Deal).
2. Navigate to the Calls tab.
3. Click the call log you want to delete.
4. Click the icon at the top.
5. In the confirmation dialog, click

Note: Deleted call logs cannot be restored. Make sure you want to delete the call log before confirming.