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Let’s record a call with Emma Carter about
project PRJ-1042.

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We’ll save what was discussed,

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the documents to send and a date to review
the task.

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Then we’ll complete the action and keep
its outcome in the history,

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ready for the next conversation.

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Open Contacts in the main menu.

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Find Emma, select her row and choose
Interactions, the notebooks icon.

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The table shows her interaction history.

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On a mobile, use the Contacts menu to find
the action.

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Check that you’re working with the right
person before adding the new record.

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Choose New interaction, the notebook with
a plus sign.

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Check Date and Time, then select Phone
Call under Type.

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Enter PRJ-1042 call as the Subject.

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In Description, explain that Emma wants
the summary to review the scope

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before the meeting. Use Client Notes for
details you need to keep.

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For Stage, choose Needs Identification;
for Outcome, choose Interested.

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Under Pending Action, select Send
Additional Documentation.

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Set Reminder to the fifth of November at
nine o’clock and save.

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The record now contains both the
conversation and the task to review later,

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with a specific date to help you find it.

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Back in Interactions, use Search to find
the subject.

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Review Date and Time, Type, Outcome,
Pending Action and Reminder.

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You can sort by a heading and choose the
visible fields with Show columns.

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Open the record to read the full
description before continuing

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with the next task.

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Open Reminders from the main menu.

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Find Emma and check the date and the
action to send documentation.

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This table brings together reminders from
interactions.

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Use search and sorting to prepare your
review.

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Once you’ve identified the contact that
needs attention,

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return to their Interactions to read the
full context.

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Once you’ve sent the summary, return to
Emma’s Interactions.

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Select the call and choose Edit
interaction.

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Add a note saying the action is complete,
clear the Reminder date and save.

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The conversation stays in the history and
that reminder disappears from the list.

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Return to Reminders to check the result.

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Create another interaction for the email
you sent.

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Choose Documentation Sending,

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enter PRJ-1042 documentation sent as the
subject,

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and summarise the file and the reply you
expect.

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Save the record.

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If you agree another dated action,

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set it up in this interaction and review
it when it’s due.

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You can now record a conversation,

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review its next step and clear the
reminder when the task is complete.

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Resources has the guide to the fields,
routes and icons.

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Practise with a simple call and revisit
the history before your next conversation.

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You’ll find the original discussion and
the outcome you added afterwards.