Tracking Organizations Interactions
Maintaining effective communication and monitoring interactions with organizations is crucial for building strong relationships and making informed decisions. However, managing interactions across various channels like emails, calls, and meetings can be challenging, leaving you with a scattered and incomplete picture of your communication history. To address this, we are thrilled to introduce the "Interactions" feature, a revolutionary way to record and manage all your interactions within Engagifii. This feature allows you to consolidate all your calls, emails, and meetings with a specific person or organization in one centralized location, providing you with a clear and comprehensive communication history.
Benefits of Interactions:
Streamlined Relationship Management: Interactions offers valuable insights into your past engagements, enabling you to cultivate stronger and more informed relationships with your members and partners.
Enhanced Visibility: Gain a comprehensive view of your communication history in one place, making it easier to track progress and identify areas for improvement.
Centralized Communication: Record and manage all your interactions directly within Engagifii, saving time and keeping everything organized and accessible.
With Interactions, you can gain a deeper understanding of your communication history, ultimately leading to better relationship management and more strategic decision-making.
To learn how to use the Interactions functionality if you are a permissioned user, please follow the tutorial below.
Click here to download a printable PDF.