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Interactions - A Complete Guide
Interactions - A Complete Guide

What are Interactions? How to Create, Complete and Report on Interactions.

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

1. Interactions - What are they? How are they used?

What are Interactions and how can they help me? Learn how Interactions can be be flexibly applied to your Leads, Clients and Orders/Jobs.  Click Here to Learn More!
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2. Interactions - How to Create Interactions

How/Where do I create or assign an Interaction to a Lead, Client, or Order/Job?  
​Click Here to Learn More!


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3. Interactions - How to Complete Interactions

How/Where do I complete Interactions for Leads, Clients, or Order/Jobs?
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4. Interactions - The Interactions Report

How can I report on the Interactions in my system?  Click Here to Learn More!
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