Logging a Call

Any call with a contact should be logged within 24 hours of when the call happened, ideally, calls should  
be logged to opportunities.  If there are no open opportunities for the account or contact you are speaking to you can log the call to either the account or the contact.

CS calls should be logged on the existing closed won opportunity connected to the programs you are discussing.  Sales Calls should be logged on an open op if there is one, either a renewal if your call is connected to an existing program or the sales opportunity that you are discussing.

Call types
Sales call - For AMs and AEs you should be using this call type.  Sales calls should be logged on open opportunities and not closed won ops.

CS calls - CSMs should be using this call type and it should be logged on closed won ops.

CS/Sales Manager Calls - If you are a manager on either a sales or CS call to support a team member use this call type.

For CS Calls Lead Feedback - Any feedback that you receive regarding lead performance should be logged in the relevant box and you must add the program health.