Form · Business
Sales call log template
Reps fill it in straight after a call, so it has to be quick. The outcome decides the path: a missed call just needs a retry date, a lost deal records why, and a live opportunity captures the summary, objections, lead warmth and an agreed next step with a date.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Just off a call? Log it now while it's fresh. Two minutes, tops.
Who made the call?
When was the call?
Who did you call?
Which company are they with?
What kind of call was it?
How did it go?
When will you try again?
What was the main reason?
Anything worth remembering if they come back later?
What did you talk about?
How warm is this lead now?
Did you speak to the person who makes the buying decision?
Which objections came up?
What is the agreed next step?
When is the next step due?
What is the rough deal value, if you know it?
Endings
Call logged 📞
Logged as no answer
Logged as lost
The flow
Where each answer leads. Every route here is editable once the form is yours.
Short text
Date
Contact info
Short text
Single select
Single select
Date
Single select
Long text
Long text
Opinion scale
Yes / No
Multi select
Single select
Date
Number
What this template uses
- Short text
- Date
- Contact info
- Single select
- Long text
- Opinion scale
- Yes / No
- Multi select
- Number
- 4 branches
- 3 endings
Questions to consider
- Should reps pick their name from a dropdown instead of typing it, so the log stays tidy?
- Which call types and next steps match your sales process stages?
- What lost reasons does your team actually hear, and would a new one reveal something worth tracking?
- Does your team need the deal value on every call, or only once a proposal is sent?
How to use the responses
Review the log weekly in the dashboard, filtered by rep and outcome. Check that every live opportunity has a next step with a date, and chase any that slip past it. Count the lost reasons and the objections each month: if price keeps coming up, that is a pricing or positioning conversation, not a rep problem. Export to CSV when you need to merge the log with your pipeline.
How to customize and share it
- 1Swap the call types, lost reasons and next steps for the stages and language your team already uses.
- 2Turn the rep question into a dropdown of your team's names so every entry is spelled the same way.
- 3Pin the link somewhere reps see it after every call, such as the team chat or a phone home screen.
Frequently asked questions
What should a sales call log include?
Who was called and when, the type of call, the outcome, a short summary, objections, and the agreed next step with a date. Lost deals should record the reason.
Why log sales calls in a form instead of a spreadsheet?
A form asks the same questions every time and only the ones that fit the outcome, so entries stay consistent and reps actually finish them.
Can I use this on my phone after a call?
Yes. It runs as a chat, one question at a time, so it's easy to fill in on a phone. Most calls take a couple of minutes to log.