Associate a call to an account or opportunity
Learn how to manually associate calls with accounts or opportunities in Outdoo AI to ensure they appear in deal and account activity records.
Linking a call to a deal makes sure it's included in that deal's and account's activity, which you can see on the deal page and the account page. Outdoo AI usually associates calls automatically, but you can set or correct the association when needed, for example when a contact uses several email addresses or an account has more than one open opportunity.
Important notes
- Calls can't be associated with leads or individual call participants.
- Once you associate a call manually, it no longer updates automatically. For example, if a CRM contact is linked to a participant after a manual association, that contact isn't added to the call's associations.
- You need a permission profile that allows associating calls with CRM records. If you don't see Associate Call, ask your admin.
Associate a call with a deal
- Open the call from Real Calls > History.
- Click Associate Call. You'll find it above the player, next to the call details, and in the Call Info tab under Deal.
- In the Associate Call dialog, select the CRM, then search for and select the deal under Deals. The dialog also lists the internal and external members of the call to help you pick the right deal.
- Click Save. Changes may take up to an hour to appear everywhere in Outdoo AI.
Change an existing association
- Open the call and go to the Call Info tab.
- Under Deal, click the deal name (with the pencil icon).
- In the Associate Call dialog, select a different deal and click Save.
To pull the latest participant and deal data from your CRM before choosing, click Sync with CRM in the dialog.
Hope this article was helpful. For any queries, please write to support@outdoo.ai