How to Manage Client Communications
Client Communications let you log and track all interactions with your clients: emails, phone calls, meetings, and notes: in one centralized location.
Accessing Communications
Navigate to Communications in the sidebar. You'll see a chronological list of all logged communications.
Logging a Communication
Click "New Communication" and fill in:
- Type: Email, Phone Call, Meeting, Note, or Other.
- Subject: Brief summary of the interaction.
- Client is required.
- Project (optional): Associated project.
- Date: When the interaction occurred.
- Content: Detailed notes about the conversation or interaction.
- Direction: Inbound or Outbound.
Filtering Communications
Search by client, type, or date range to find specific interactions. Filter by communication type to see all emails, calls, or meetings.
Benefits
- Complete history of all client interactions.
- Team members can see previous conversations before reaching out.
- Audit trail for important discussions and decisions.
Tip:
Log communications immediately after they happen. This ensures nothing is forgotten and the entire team stays informed about client interactions.