Communications Log

The Communications Log in meetergo CRM helps you track all interactions with contacts and companies. Record phone calls, log emails, and document other communications to maintain a complete history of your outreach.

What is the Communications Log?

The Communications Log captures external interactions:

• Calls: Phone conversations with contacts
• Emails: Important email exchanges
• SMS/Messages: Text and messaging interactions

Unlike notes (which are internal documentation), communications represent your external outreach and help track engagement with prospects and customers.

Accessing Communications

On Deals

1. Open a deal
2. Scroll to the Communications section
3. View and log communications

On Contacts

1. Open a contact
2. Find the Communications section
3. View and log communications

On Companies

1. Open a company
2. Scroll to Communications
3. View and log communications

Logging a Communication

Basic Steps

1. Open a deal, contact, or company
2. Find the Communications section
3. Click Log Communication
4. Fill in the details:

5. Click Save

Call-Specific Fields

When logging a call:

Logging Examples

Outbound Sales Call:

Type: Call
Direction: Outbound
Subject: Discovery call
Outcome: Connected
Duration: 25 minutes
Notes: Discussed current pain points. Interested in demo. Decision maker is the CTO.

Inbound Email:

Type: Email
Direction: Inbound
Subject: RE: Proposal follow-up
Notes: Client requesting revised pricing. Wants to include additional training.

Communication Types

Calls

Track phone conversations:

Recording call outcomes helps you:

• Track contact attempts
• Identify best times to call
• Measure connection rates

Emails

Log important email exchanges:

• Don't log every email — focus on significant ones
• Include key points in the notes
• Reference email subjects for searchability

SMS/Messages

Track text-based communications:

• Client text messages
• WhatsApp or other messaging apps
• Important direct messages

Direction

Outbound

Communications you initiated:

• Sales calls you made
• Emails you sent
• Messages you initiated

Inbound

Communications initiated by the other party:

• Calls received
• Emails received
• Incoming messages

Tracking direction helps you understand:

• Who's initiating contact
• Your outreach frequency
• Response patterns

Viewing Communication History

Communications display in chronological order showing:

• Type icon: Call, email, or message
• Direction arrow: Outbound or inbound
• Subject/Title: Brief description
• Timestamp: When it occurred
• Duration: For calls, the length
• Notes excerpt: Preview of details

Click any entry to see full details.

Editing Communications

1. Find the communication entry
2. Click Edit
3. Modify fields
4. Click Save

Deleting Communications

1. Find the communication entry
2. Click Delete
3. Confirm deletion

Best Practices

Log Meaningful Interactions

Don't log everything — focus on:

• Discovery and qualification calls
• Important email exchanges
• Commitment or objection communications
• Follow-up outcomes

Write Useful Notes

Include actionable information:

• Key points discussed
• Commitments made
• Next steps agreed
• Objections or concerns raised

Good note:

Spoke with John. They're evaluating 3 vendors. Key concerns are
implementation timeline and support SLA. Requested case studies
from similar industries. Budget approved for Q2.

Less useful note:

Called John.

Be Consistent

• Use similar subject formats across your team
• Log communications promptly (before you forget details)
• Include all relevant participants in notes

Track Attempts

Even unsuccessful contact attempts are valuable:

• Log "No Answer" and "Voicemail" outcomes
• Shows persistence in the record
• Helps identify hard-to-reach contacts

Communications vs. Notes

Use both to build a complete picture of each relationship.

Communications in Activity Log

Communications appear in the deal/contact/company activity timeline alongside:

• Stage changes
• Note additions
• Deal updates

This creates a unified history of all interactions.

FAQ

Do emails sync automatically?

Communications are manually logged. For automatic email sync, check if email integration features are available for your plan.

Can I link a communication to multiple records?

Log the communication on the most relevant record. You can add notes to other related records referencing it.

How do I track a meeting?

For scheduled meetings, use the calendar/booking features. Log the meeting summary as a communication after it occurs.

What about video calls?

Log video calls as "Call" type and note that it was a video meeting. Include the platform used if relevant.

Can I filter communications by type?

View communications within each record. Filtering across all communications may be available in advanced views or exports.

Is there a call outcome report?

Call outcomes can inform reporting. Check the Reports view for communication metrics if available.

Can team members see all communications?

Yes, communications are visible to all CRM users with access to the record (subject to permissions).

Use Case Examples

Sales Outreach Tracking

Week 1:
- Mon: Outbound Call → Voicemail
- Wed: Outbound Call → No Answer
- Fri: Outbound Email → Sent intro

Week 2:
- Tue: Inbound Email → Interested
- Wed: Outbound Call → Connected (30 min)
  Notes: Qualified. Scheduling demo next week.

Account Management

Monthly Check-ins:
- Jan 15: Outbound Call → Connected (20 min)
  Notes: All going well. Minor feature request noted.

- Feb 12: Outbound Call → Connected (15 min)
  Notes: Discussing renewal. Interested in upgrade.

- Mar 10: Inbound Email
  Notes: Questions about new pricing tier.

Support Escalation

- Initial: Inbound Call → Support ticket created
  Notes: Integration issue. Escalating to engineering.

- Follow-up: Outbound Call → Connected
  Notes: Provided workaround. Fix in next release.

- Resolution: Outbound Email
  Notes: Confirmed fix deployed. Customer verified.

Related Articles

• CRM Overview
• Managing CRM Contacts
• Working with Companies
• Notes and Attachments
• CRM Reports