There are 4 ways you can create Interactions for Leads, Clients, and Orders.

1. Create Interactions for Leads or Clients, directly from within their profile pages (see below). 

Call, Meeting, and Task Interactions will display as events in the Calendar.

2.  Create Interactions in the Calendar page.

You can also create Interaction Events directly in your system Calendar!

3.  Create Interactions on your Events list page.

4.  Create 'Task/Action' Interactions on Orders/Jobs.Note: May require activation - Please chat in to support.

To learn more about Interactions, Click Here!

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