Log calls, meetings and notes on a lead

Keep a full history of every conversation with a lead, plan the next tasks and move the deal along — all from the lead's page.

1Open the lead

Click a lead on Leads or Pipeline. The top shows the Deal value, Owner, Open tasks and Interactions count, with buttons to call, email, WhatsApp, edit or assign the lead.

Scalar360 screen: Open the lead — Numbered outlines show what to click, in order.

2Move the stage from the lead

Under Pipeline stage, click the next step to move the lead forward. The bar fills in as the deal progresses.

Scalar360 screen: Move the stage from the lead — Numbered outlines show what to click, in order.

3Log a call, meeting or note

On the Activity tab, pick Note, Call, Meeting or WhatsApp, type what happened and choose Send. Type @ to mention a teammate and they're notified; use the paperclip to attach files.

Scalar360 screen: Log a call, meeting or note — Numbered outlines show what to click, in order.

4Review the activity timeline

Everything you log appears in the timeline below, newest first, with its type, date and who added it. Emails sent from the lead are logged here too.

Scalar360 screen: Review the activity timeline — Numbered outlines show what to click, in order.

5Add a task with a due time

Open the Tasks tab, describe the next step, set when it's due and who it's for (it's yours unless you pick someone), then choose Add. Tick a task when it's done.

Scalar360 screen: Add a task with a due time — Numbered outlines show what to click, in order.

Stay on top of follow-upsSee which open leads are due for a call today, which you've missed and what's coming up — and tick them off as you go.Set up pipelines, sources and templatesShape the CRM to how you sell — your own stages and pipelines, lead sources and categories, and reusable email and WhatsApp messages.Convert a lead into a customer or quotationWhen a deal is agreed, turn the lead into a customer in one step — and, if you like, start their quotation straight away.

Still stuck? Contact our support team — or start a free trial to try this in your own company.