An interaction is a record of contact with a customer, such as an email, a call, a meeting or a support request. By logging interactions, your whole team can see what has been discussed with a customer, and by whom.
You can find interactions in several places:
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the Interactions tab of a company, contact or sale, which shows all interactions in a timeline
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the Latest interactions widget on the Summary tab, which shows the three most recent interactions
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the quick view panel in the sales funnel
Ways to log interactions
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Source |
How it works |
More information |
|---|---|---|
|
Manual |
Log emails, calls and meetings yourself, for example after a phone call with a customer. |
|
|
Gmail & Outlook |
Store email conversations from your favorite provider as interactions, manually or automatically, and add email participants as contacts |
|
|
Jira Service Management |
Automatically log new requests and replies from a JSM project as an interaction. |
Interaction or note? Use an interaction to record contact with a customer, such as a call or a meeting. Use a note to share information about a customer with your colleagues.
Collaborate on Interactions
Atlas CRM makes it easy to collaborate with your team on customer interactions. By mentioning colleagues and sharing updates, you ensure everyone stays informed about important customer communications.
@Mentions
When working with customer interactions, you can easily bring teammates into the conversation:
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Type @ followed by a teammate's name to tag them in a comment
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Tagged users receive notifications both in-app and via email
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Helps bring the right people into customer discussions at the right time
Notification Management
Stay on top of important customer interactions without being overwhelmed:
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All interaction mentions appear in the Notification Center and emails
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Customize which notifications you receive through User preferences.