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Managing Leads: Adding a New Interaction

Adding interactions to a lead helps you keep track of every conversation, meeting, or follow-up. Stay organized by logging each interaction right where you manage your leads. Here’s how to add a new interaction step-by-step.

Step 1: Go to Leads and select the lead you want to update.

Step 2: Once you’ve highlighted the lead, click the Details tab.

Step 3: Scroll to the bottom and click the Interactions tab.

Step 4: Click Add New Interaction.

Step 5: Enter the date of the interaction.

Step 6: Choose the interaction method (such as phone, email, or meeting).

Step 7: Pick the status for this interaction.

Step 8: Enter the time of the interaction and set a follow-up date if needed.

Step 9: Add any related tasks and include important notes.

Step 10: Click Save.

Logging each interaction makes it easy to track your progress with leads. Consistent updates help your whole team stay aligned and ready for the next step.

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