Before you start
You need a contact.
1. Add an interaction
Open Interact › Interactions and click Log interaction. A panel opens on the right. Choose the contact, channel and time, and fill in Subject and Summary. Save the entry.
As the channel, choose Call, Email, Meeting, In person, Event, WhatsApp, LinkedIn, Instagram or Postcard.
2. Check the entry
The interaction then appears in the list and on the contact, together with your agent's calls.
Frequently asked questions
Yes. Use the row menu to edit or delete it.
All members of your organization.