Interactions
As you build your relationships, you will want to track the various interactions you have with your contacts. This section explains how to do this easily.
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As you build your relationships, you will want to track the various interactions you have with your contacts. This section explains how to do this easily.
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To add a new interaction to a contact, follow these steps:
Click the blue plus button to the right of a contact info card. This will open a list of interactions to chose from.
Hover over the interaction that you want to add. This will cause a new interaction card to appear. Click the interaction from the list that you want.
Click on the date field to set the date when the interaction took place, then click Create This Card.
If there are any notes associated with the interaction that you want to add, fill them in the notes section.
That's it! You've now added an interaction to a contact card. Add as many as you would like - they will appear chronologically in the timeline based on the date that you set for the interaction.
You can easily edit an interaction you've already added to the timeline. You can do this by clicking on the field you want to edit (either the date of the interaction or the notes) and making the relevant changes. Once you make a change, a Save and Discard button will appear.
When you are finished making changes, click the Save button to save them, or the Discard button if you don't want them.
It is also very straightforward to delete an interaction. Simply click on the x button in the top right corner of an interaction card, and the interaction will be deleted.
