Question

You make a phone call regarding an existing case record. You need to create a phone call activity that appears on the case record timeline. Which three actions should you perform in sequence?

Answer 1

To create a phone call activity that appears on the case record timeline, you should open the case record, create a new activity of type 'Phone Call', and fill in the necessary details.

Step-by-step explanation:

1. Open the case record in the system
2. Create a new activity and select 'Phone Call' as the type
3. Fill in the necessary details such as the subject, description, and date/time of the call