Interactions are a great way to plan and manage follow-ups and touch-points with clients.
See below
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 Interactions on Quotes and Orders/Jobs.
5. Create Interactions while sending emails:
To learn more about Interactions, Click Here!