Question

While working on a case, you added a phone call activity to log a call you placed to the customer. Where on the case record will the phone call activity be displayed?

Answer 1

Phone call activities added to a case record in a CRM system are typically displayed in the activities section of the record, which may also be referred to as the timeline, interaction history, or communications log.

Step-by-step explanation:

When you add a phone call activity to log a call you placed to a customer on a case record, the activity will typically be displayed in the activities section or tab that is part of the case record's user interface within the Customer Relationship Management (CRM) system. This section is usually designed to compile and show all the interactions related to a specific case, including emails, meetings, tasks, and phone calls. Depending on the CRM, the phone call may also be found in a related section called something like timeline, interaction history, or communications log