When a user adds a note to the CRM, they can select the Interaction Type where this note originated from. For example, you may have Interaction Types like 'Made Contact', 'Incoming Call' and 'Customer Meeting'.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Interaction Types, click on the cog icon in the bottom left-hand corner.
Step 2: Navigate to General in Settings
Once within the Settings Centre, navigate to the General page and scroll down until you reach the Interaction Types configure option.
Step 3: Add New Interaction Type
By selecting the 'Click here to Configure' link, the Configure Interaction Types window will open. Here, all of your pre-existing Interaction Types will be listed. To add a new one, click on the plus icon in the top right-hand corner.
Step 4: Add Interaction Type Details
You'll 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 available!