Can I log a call that occurred in the past?
Yes! Please follow these instructions to log your notes from a phone conversation and backdate it.
1.) To log a phone call, you can start from the compose icon or from the contact's profile.
Compose icon:
- Tap on the compose icon
- Tap on Log Call
Contact profile:
- On the contact's profile, tap on the phone icon. (bottom of screen on mobile; top of screen on desktop)
- Tap on I called ... or ... called me
2.) If you started from the compose icon, start typing in the box (labeled "Call With") to search for the name of the person you would like to link to the call. As you type Cloze will search your contacts for the right person.
If you started on the contact's profile, their name will be listed.
3.) If this call is related to specific properties, projects or deals, or other contacts, start typing in the box to search.
4.) In the section labeled Duration set the length of your call.
5.) Tap on Date and then "Pick Date" to select when your call occurred. Tap on OK after selecting a date.
6.) Tap on Time and use the sliders to set the time that the call occurred. Tap on Save.
7.) If you are on your desktop or tablet, you will be able to add a topic.
Once the call has been logged, if you edit the call, you can add notes.
