Log Interactions You Had with Customers

If your administrator has enabled the Interactions History subtab on the object pages such as Account, Lead, or Opportunity, you can log your sales interaction details.

Interactions include phone calls, web conferences, or wrap up calls you had with your customers or prospects.

Here's how you log an interaction:

1. Navigate to an object details page such as an account, contact, opportunity, or lead.
2. Scroll down and click the Interactions History subtab.

   You can see the interactions logged by your team.

3. Click Log an Interaction.
4. In the Interaction Wrap Up window, select the channel such as phone or web conference.
5. Enter the date, type of interaction, outcome, and notes related to the interaction.

   Depending on the object page you’re on, the account, lead, opportunity, or contact information is auto-filled. For example, if you’re entering the details from the Contact page, contact name is auto-filled.

6. Click Save.
7. Click Save and Close on the object page.