Wealthbox provides several ways to log phone calls—both outbound and inbound—to help you track your contacts' communication history. Below are the options and best practices.

Outbound Call Logging with Click-to-Call

Wealthbox offers a Click-to-Call feature that allows you to initiate outbound calls directly from the platform.

How to Set Up Click-to-Call: See  How do I enable the Click-to-Call feature, and how does it work?

Once configured:

• • Calls placed using Click-to-Call will automatically log to the contact’s Activity Stream.

  • These calls appear as "Phone Call" activities.

  • Clicking on the phone call entry lets you add notes about the conversation.

Inbound Call Logging

Wealthbox does not natively support auto-logging inbound calls, but you can use third-party integrations to bridge this gap.

Third-Party Integration Options: Click here

Manual Call Logging (Inbound & Outbound)

You can also log all calls, inbound and outbound, by adding a note to the applicable contact record and tagging the note "Phone call."

Note: Only calls made using Click-to-Call will appear as “Phone Call” activities in the system. There is no way to create a phone call activity type manually.

Common questions and best practices

Best Practice: Use Note Templates
Most users create a note template for consistent logging (e.g., call time, topic, outcome).

🎥 Watch this how-to video on creating note templates

Q: How do I label a note as a phone call?
A: Only calls made using Click-to-Call will appear as “Phone Call” activities in the system. There is no way to create a phone call activity type manually. We recommend using a "Phone Call" note tag to flag the note as a phone call.