Interactions
An interaction is a record of a communication you’ve had with a customer — a call, an email, a meeting. Logging interactions gives every customer a running history, so anyone on your team can see what’s already been discussed and pick up the thread without missing a beat.
It’s the difference between “the account is in Sam’s head” and “the account is in the workspace.”
Why log interactions
Section titled “Why log interactions”When a customer’s history lives in one shared place, good things happen:
- No repeated questions. A teammate covering for you can see exactly where things stand.
- Smooth handoffs. Passing an account to someone else takes seconds, not a long briefing.
- A real timeline. You can look back and see how a relationship has developed over time.
Recording an interaction
Section titled “Recording an interaction”- Open the customer from the CRM list.
- Switch to the Interactions tab in their detail panel.
- Add a new interaction describing what happened — the kind of contact (call, email, meeting) and a short summary.
- Save. It joins the customer’s activity history.
Reviewing history
Section titled “Reviewing history”The Interactions tab shows a customer’s communications over time, most recent first. Open any interaction to see its full detail. Together with the activity log, this gives you a clear picture of every touchpoint with that customer.