How to Answer a Phone Call, Take Notes, and Save Those Notes
Where answering and note-taking live in RingCentral, and where to look for the caller-details behavior this article used to claim.
Answering Calls Through RingCentral
Every call into Partners Dogs comes through the RingCentral app on desktop or mobile. What you write down while you are still on the call, or right after you hang up, becomes the record the next staff member who talks to that contact will read. RingCentral's own steps below cover exactly how to answer and where notes live in the app today; use them instead of guessing at a menu that may have moved since this article was first written. Calling a contact directly from their HubSpot profile and logging the outcome afterward is a separate workflow, covered in Using Ring Central in Hubspot.
Vendor Reference
- Making and answering calls in the RingCentral app
- Creating and managing notes in the RingCentral app
Who to Ask
What steps come after you hang up: save your note before you switch to the next call, since a note you never saved will not be there when that client calls back. Need to route the call to someone else instead of finishing it yourself? See How to Transfer a Call. Not sure a note saved, or a caller's details did not show up the way you expected? Ask your manager rather than guessing at what the app did.