For every call that goes through RingDNA, Revenue.io will automatically create an activity and associate it under the Contact or Lead -- depending on which Salesforce object where a phone number is stored.
RignDNA is not limited to associating calls to just the Contact or Lead. With Related Records, calls can be associated to the below Salesforce objects:
- Custom Objects
- Requires a Lead or Contact Lookup field on Object
- Allow Activities must be enabled
When Related Records is enabled for your account, a new icon will appear on the right side column for any current or past call within RingDNA.
Clicking the Related Records button will allow you to search for the record you want to associate a call to. Simply search for the name of the Campaign, Opportunity, Account, Case, or Custom Object record, and click the specific record that appears in your search.
Once you make this selection, that call will be related to that object record. We put the Salesforce icon designating the specific record you related to:
If you click the link into the Salesforce task, you will be able to see in the Related To field the record that this call was related to.
Please note that Related Records can only be enabled by reaching out to Revenue.io Support directly -- account admins do not have the necessary permissions to activate this setting.