STEP 1: Log in as a Company Admin
STEP 2: On the left menu bar, find the speech bubble Interactions and select Interaction Types
STEP 3: Click Add next to Interaction Types at the top left
STEP 4: Name your interaction type (For example: 'Store Visits' or 'Staff Survey')
STEP 5: Select whether the interactions should be location required
“Yes” will require your team to select a location for each program in this Interaction
“No” will not require a location, and is typically used for personal surveys, prospective locations, etc.
STEP 6: Click Save Interaction Type