Common information
For the call adding method, the system automatically finds a contact or company with the specified phone number as well as all linked leads and customers and adds the call into the entity card based on the following algorithm:
- if a contact/company has one active lead, the call will be added to the lead card
- if a contact/company has more than one active lead or there are no linked entities at all, the call will be added into the contact/company card
The search is performed by the last 10 digits of the number.
If there’s no entity with the specified phone number, the call will not be added.