Manual Interactions
Keeping track of every email, call, or meeting is essential to get a complete view of your customer interactions. With Manual Interactions in Atlas CRM, you can easily log and organize important touchpoints to maintain a clear and unified overview of your customer relationships.
Adding an Interaction
Add an Interaction
To create an interaction, simply open the Create Interaction screen. Here, you can add all relevant details, including the interaction type, date, and participants.
Emails
Manually log emails to track key communications that aren’t automatically stored.
Key details to include:
Interaction type: Select Call to categorize the interaction.
Subject: Summarize the email’s topic.
Description: Add any notes or key points from the conversation.
Links: Add participants (contacts and team members) and associate relevant sales opportunities or companies.
Calls
Log important calls to keep your team updated on verbal discussions.
Key details to include:
Interaction type: Select Call to categorize the interaction.
Subject: Summarize the call's topic.
Date and Time: Add when the call occurred for accurate tracking.
Description: Note key points, decisions, or follow-ups discussed during the call.
Links: Add participants (contacts and team members) and associate relevant sales opportunities or companies.
Meetings
Record customer meetings to keep track of discussions and outcomes.
Key details to include:
Interaction type: Select Meeting for this category.
Subject: Summarize the meeting's topic.
Date and Time: Specify when the meeting took place.
Description: Document meeting notes, outcomes, and action items.
Links: Add participants (contacts and team members) and associate relevant sales opportunities or companies.