Make and log calls

Call a contact

1. Open the contact and press ☏ Call.
2. Optionally pick a Related tender to add the call to the tender's audit trail.
3. Start the call. It goes out from your number, and the person you call hears that the call may be recorded.

After the call

The recording and Transcript appear on the contact's history, followed by an ✨ AI summary. Follow-up tasks found in the call are added to My tasks.

Log a call by hand

Calls made outside TenderLock can be recorded with Log a call: choose the contact, direction, outcome and add notes.