Sales workflow
Log an interaction and manage a follow-up
Keep calls, notes, and tasks connected to the customer record.
Open the customer record
Open the lead, account, contact, or deal involved in the conversation. Create the activity or task from that record so the customer context is already selected.
Record what happened
Choose the appropriate activity type, such as a call, meeting, or note. Add a useful title and enough detail for another team member to understand the conversation.
Make the next step explicit
Create a follow-up task with an action-focused title, assignee, priority, and due date. Check the task list to confirm it was saved.
Keep the task current
Complete a task when the work is done, or update its date and assignee when plans change. Completing a task and recording a conversation are different operations; verify both when both are needed.
Still need help?
Contact your workspace administrator first for access and event assignment. For a product walkthrough, contact the CamSales team. Do not send passwords or verification codes.