Tracking member interactions
Keeping track of your interactions with members and partners can sometimes feel scattered, with emails, calls, and meetings happening outside of Engagifii. This can make it difficult to get the full picture of your communication history, which can hinder your ability to build strong relationships and make informed decisions.
We're excited to announce a new feature called Interactions, which provides a revolutionary way to record and manage all your interactions within Engagifii. This means you can easily see all your calls, emails, and meetings with a specific person or organization in one place, giving you a clear and complete communication history.
Benefits of Interactions:
Improved Relationship Management: Interactions provides valuable insights into your past engagements, allowing you to build stronger and more informed relationships with your members and partners.
Enhanced Visibility: Get a complete picture of your communication history in one place, making it easier to track progress and identify any areas for improvement.
Streamlined Communication: Record and manage all your interactions directly within Engagifii, saving you time and keeping everything organized.
With Interactions, you can gain a deeper understanding of your communication history, ultimately leading to better relationship management and strategic decision-making.
To learn how to use the interactions functionality if you are a permissioned user, follow the below tutorial.
Click here to download a printable PDF.