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- Open a Salesforce record—Lead, Contact, Account, for example—relating to the caller from ContactPad. For information on opening a record, see Opening a Salesforce record relating to a caller.
- Open a Case record relating to this call. For information on opening a Case record, see Opening a Case record relating to a call.
- Add a note to the Task record related to this call. For information on adding a note to a Task record, see Adding notes during a call.
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