How to Create an Interaction

Last Updated: Feb 25, 2017 05:54AM MST

Overview


Create Interactions to keep track of your emails, meetings, calls, etc. and link additional records to the Interaction using References. In this example, we create a new Interaction for a call and add a Contact Reference.

Follow the steps below, or check out this video for a 2-minute walkthrough.

 

Steps

 
  1.  In the navigation menu at the top of the page, click the ‘Interactions’ tab.




     
  2. Once you are within the Interactions tab, click ‘New Interaction’.




     
  3.  Enter the required information and any additional information you might have. Click ‘Save’.

    NOTE: Any field with a red bar next to means it is required.





     
  4. In the 'Add Reference' section select ‘Contact’ from the ‘Add Reference to’ field. Fill out remaining information and click ‘Save’.



     
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