How to Use
Client Interaction Logging Overview
This feature allows you to document and categorize both phone calls and in-person interactions with clients. Keeping records of these interactions helps with follow-ups and tracking client engagement.
How to Use
1. Select Interaction Type
Choose the method of communication:
Text Message – The interaction happened via SMS.
Phone Call – The interaction was a phone call.
In-Person – The interaction occurred face-to-face.
Phone Call Logging
2. Identify the Call Type
Incoming – The client called you.
Outgoing – You called the client.
3. Interaction Status
Reached – The conversation was successfully completed.
Not Reached – The client was unavailable.
4. Categorize the Interaction
Choose relevant tags to describe the call:
Not Interested – The client is not interested.
Health Condition – The client mentioned a health-related reason.
Out of Town – The client is unavailable due to travel.
Purchase – The client is interested in making a purchase.
Visit – The client scheduled or completed a visit.
Other – Any other reason not listed.
5. Log the Call
Click "Log Phone Call" to save the details.
In-Person Logging
2. Identify Who Initiated the Interaction
They Approached Me – The client started the conversation.
I Approached Them – You initiated the interaction.
3. Categorize the Interaction
Choose relevant tags to describe the conversation:
Not Interested – The client is not interested.
Health Condition – The client mentioned a health-related reason.
Out of Town – The client is unavailable due to travel.
Purchase – The client is interested in making a purchase.
Visit – The client scheduled or completed a visit.
Other – Any other reason not listed.
4. Log the Interaction
Click "Log Interaction" to save the details.
Once the logging has been submitted you will see your logging in the client's inbox.
Additional Notes
All logged interactions are saved for tracking and follow-ups.
This feature helps with AI-assisted recommendations based on past conversations.