2. Select the Headset icon
3. Select the contact
4. Enter the phone number
5. Select if the call was Inbound or Outbound
6. Select on Assignee
Assignee is the user who spoke with the contact
7. Add a tag if applicable
8. Subject of the call is required
9. Enter the details of the call
10. SAVE
11. Once the call is saved, it will display in the follow up section just below the work orders
12. Change status
If you click into the call, the details will display along with the option to change the status to In Progress or Closed
