Logging calls and communications

Overview

Every interaction with a lead should be logged in Realatic CRM for a complete communication history.

Logging a Call

Open the lead's detail page

Click Log Call (or press C)

Fill in: Direction, Duration, Outcome (Connected/No Answer/Busy), Notes, Next follow-up

Click Save

Communication Types

• WhatsApp messages — logged automatically via built-in chat
• Emails — log manually or via integration
• Site visits — logged through the site visit module
• Notes — general observations or meeting notes

Activity Timeline

Every logged communication appears in chronological order showing type, who performed it, timestamp, and notes.

Good call logging helps you pick up right where you left off when a lead calls back months later.