Interactions
A log of calls, emails, texts, visits and notes with your customers, with follow-up tracking.
Log Interaction
- 1Click Log Interaction.
- 2Choose the Type: Call, Email, Note, Visit or Text.
- 3Pick the Customer, set a Priority and choose who it is assigned to.
- 4Under Caller Info, enter the name, phone and email of the person you spoke with.
- 5Write what was discussed under Notes / Content.
- 6Check Requires follow-up if someone needs to act on it, then save.
Update Interaction Status
- 1Open the interaction and click Edit.
- 2Change the Status (Open, In Progress, Waiting on Customer, Waiting Internal, Completed or Cancelled).
- 3Click Save Changes.
Find Interactions
Search by subject or customer on the Interactions list. A customer’s page also lists their recent interactions.