Record interactions and plan customer follow-up

Procedure

1. Open the interaction journal in the organizer or create an interaction from the partner/deal/claim.
2. Select the interaction type, responsible user and contact; link a catalog contact instead of leaving only ambiguous text when possible.
3. Set the interaction topic to the relevant deal, claim or interaction chain and record the date, subject and outcome.
4. Save and reopen the interaction, then check that it appears under the same topic and partner.
5. For follow-up, record a scheduled interaction and check it in the event calendar. If a person must receive a task, create an assigned task with performer and deadline; a project-plan row alone is not an assigned task.

See also: Track a sales opportunity through outcome, Register and resolve a customer complaint.