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.
- In the navigation menu at the top of the page, click the ‘Interactions’ tab.
- Once you are within the Interactions tab, click ‘New Interaction’.
- 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.
- In the 'Add Reference' section select ‘Contact’ from the ‘Add Reference to’ field. Fill out remaining information and click ‘Save’.