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Track Lead Touch Points by Logging a Call

This article highlights the importance of logging calls to track lead touch points in Vonigo. By recording each interaction, users can maintain an accurate history of communications with leads, enhancing follow-up strategies

Calls should be recorded each time you reach out to a lead. This practice is essential for effectively managing the follow-up process and ensuring consistent communication with potential clients.

  • From the lead profile, navigate to the bottom of the page to find the section labeled “Calls.”
  • Select “Add New Call” and enter relevant details about the call, such as notes indicating the outcome (e.g., “Contacted, left voicemail”). The client information is auto-populated. 
  • Select the “Record Call” button to save the details of your conversation.