Interactions

These are the touchpoints you have with your contacts or companies. This could include emails, calls, meetings, or marketing activities. Tracking these can give you a history of your relationship with a contact or company.

Relationships

See Obsidian CRM Structure

Fields

• accountName (text input)
  • Use [[account]] to link the interaction to the parent account
• contacts (text input)
  • Use [[conact]] to link the interaction to the contacts
• opportunities (text input)
  • Use [[opportunity]] to link the interaction to the opportunities
• activity (select single value from list in a lookup note)
  • 90 Organize/Lookups/Interaction Types
  • Call
  • Casual
  • Meeting
• icon (used by the Iconizer plugin)
• iconColor (used by the Iconizer plugin)
• aliases
• aags
  • CRM
  • Interaction

Related

• Accounts
• Change Log
• Contacts
• CRM Dashboard
• Installation
• Opportunities
• Products