Interactions

Interactions are the log of your team's activity with organisations and contacts — calls, emails, meetings, and any other touchpoints. Logging interactions keeps a full picture of each relationship in one place.

Log an interaction

  1. Go to CRM → Interactions.
  2. Click Log Interaction.
  3. Choose the type (call, email, meeting, etc.).
  4. Link it to the relevant organisation or contact.
  5. Add notes about what was discussed or agreed.
  6. Set the date.
  7. Save.

Find an interaction

  1. Go to CRM → Interactions.
  2. Use the filters to find by organisation, contact, or date range.
  3. Click the row to open the interaction record.

Things to know

  • Interactions logged against an organisation or contact appear in that record's history.
  • Use interactions alongside tasks — log what happened, then create a task for any follow-up action.

Related articles

Managing Deals

The CRM pipeline tracks opportunities from first contact through to a signed deal.

Organisations

Organisations are the companies and entities your team works with — clients, venues, suppliers, partners, and prospects. Each organisation holds contact details

Contacts

Contacts are the individual people your team deals with. Each contact can be linked to an organisation and has their own record of interactions and notes.

Tasks

Tasks are to-do items for your team — follow-up calls, outstanding actions, anything that needs doing as part of managing your pipeline.