Change person for call logging

Options
Michel Larose
Michel Larose Member Posts: 4
First Anniversary
edited May 8 in Apps and Integrations #1

In the person's page, call logs are automatically entered because of our phone integration. However, there seems to be no way to modify to whom the call is associated with. If an organisation has multiple people, that all call you from the company's main phone number, the call logs get association to anyone of the people, not necessarily the person that called. I understand this could be unavoidable, but at least we need the possibility of changing the person it has been associated with after the call has been completed.

Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 92 PIPEDRIVE TEAM
    First Anniversary First Answer 5 Likes Name Dropper
    Options

    Hey, @Michel Larose!

    If I understand correctly, you are referring to logging calls in Pipedrive's Mobile App, correct?

    If that is indeed the case, after the call is finished you should be able to modify the contact person it'll be associate with, on this section.

    This article can also help with clarifying further details of this process.

    I hope this helps, but if you have remaining questions, please feel free to reach out to our Support Team.