When a user adds a note to a CRM record, they can select the Interaction Type where this note originated from. For example, you may have an Interaction Type of Made Contact, Incoming Call and Customer Meeting. By selecting the correct Interaction Type, this can be useful when running Reports.
In order to configure Interaction Types within the CRM, you must have the correct level of authority attached to your CRM login. If you do not, then please contact the Customer Services Team or the CRM Admin user within your business.
To edit your Interaction Types, click on the cog icon in the bottom left-hand corner.
Once within the 'Settings Centre', navigate to the 'General' section and scroll down until you reach the 'Interaction Types' configure option.
By selecting the 'Click here to Configure' link, the Configure Interaction Types window will open. Within this window all of your current Interaction Types will be listed. To add a new one, click on the '+' icon in the top right-hand corner.
You will now be able to give your Interaction Type a Description. Ensure this is relevant for your CRM users. Once happy with the information entered, click 'Create' and your new Interaction Type will be created.