Call Activity Not Posting from Downside Call Button

Call Activity Not Posting from Downside Call Button

Title: Call Association Behavior in Opportunity Module


1. Calls from Opportunity Details Screen:

  • When a call is made directly from the Opportunity Details screen in the app, it is automatically associated with that opportunity.

  • The call will appear under the Activity History section.

2. Calls from Device Dialer:

  • Calls made outside the app (e.g., using the device dialer) do not carry opportunity context.

  • These calls are listed under “Opportunity: Associate Call” in the side menu.

  • Users must manually associate the call with the correct opportunity. Once done, the call is added to Activity History.

Call mediums in app.jpg

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