How to Add Notes to Your Calls - Salesforce integration

Follow these simple steps to add notes to calls:

From the Salestrail mobile app, tap on the call you would like to enter a note.

Tap on Note.

Tap on Note. Type out or record the note using the microphone icon and upload.

And voila! You can now view the notes of a call on Salesforce > Comment.

Note: this feature only works with calls that are logged to Salesforce. If the call isn't logged, you will see an error message.