The interaction history of an account helps you keep track of every action you've had with this customer in order to nurture, save, or engage with the customer.
Record an Interaction
There are two places in the UI for you to manually record an interaction for your accounts:
- In the account details page, click "Add interaction" on the page header.
- Or click "Add new" in the navigation bar and record an account interaction from there.
Edit an Interaction
When editing the interaction details, you need to select a date for when that interaction happened, the type (e.g. email, phone, in person etc.) of this interaction and the contact person (optional) for this interaction. You can optionally provide a subject for this interaction but you are required to add a description of this interaction which will be displayed for that interaction when reviewed later.
After an interaction is added, it will be saved in the "Communications" section under the customer’s account details page.
Search an Interaction
You can search for an interaction using the search box located on the top right of the Account Details - Communications page. Simply type a search term (which can be anything from contact’s name to interaction details) and a list of interactions that contain the search term will be returned.