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Interactions - How to Complete Interactions
Interactions - How to Complete Interactions

How/Where do I complete Interactions for Leads, Clients, or Order/Jobs?

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over 5 years ago

How to Complete Interactions?

1.  Complete Interactions from the Lead or Client profile pages.

2.  Complete Interactions from the User Dashboard/My Day page.

3.  Task/Action Interactions can be marked complete from within the orders that they are tied to.  Note: Tasks can also be marked complete in all other areas that interactions can be completed.

To learn more about Interactions, Click Here!

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