CRM & Interactions

Track contacts, interactions, tasks, and notes for each client.

Steps

1. Click Clients in the sidebar
2. Click CRM

Tabs

• Contacts — List of people at the client organization. Add a contact with Name, Email, Phone, and Designation.
• Interactions — Log calls, meetings, and emails. Click Add interaction, select the Type (Call, Meeting, Email), enter a Summary, and set the Date.
• Tasks — Create follow-up tasks linked to the client. Set a Title, Assignee, Due date, and Priority.
• Notes — Free-form notes about the client. Click Add note, write your content, and save.