Relationships

Track Interactions with People

Keeping a detailed record of your interactions with both members and non-members is essential for maintaining strong relationships and ensuring that nothing falls through the cracks. Whether it’s an email, a phone call, or a meeting, Engagifii’s interaction tracking feature allows you to capture every interaction, making it easy to reference past conversations and stay on top of ongoing communication.

Record All the Types of Interactions

Interactions come in many forms—calls, emails, meetings, and more. The first image shows how you can record and manage all types of interactions within Engagifii, including specific outcomes of each interaction. This ensures that you have a comprehensive record of your engagement with individuals, so you never lose track of important details.

Provide One Place to Review Interactions

Having all your interactions in one place makes it easy to review past conversations and follow up when necessary. The second image demonstrates how Engagifii consolidates all your interaction history into a single view, complete with metrics that show how many emails, calls, and meetings you’ve had. This overview helps you quickly assess the status of your relationships and ensure timely follow-ups.

Capture Interaction History as it Happens

It’s crucial to log interactions as they occur to maintain an accurate history. The third image highlights how easy it is to capture interaction details in real-time—whether you’re logging a call, email, or meeting. You can include specifics like the date, time, duration, and outcomes, ensuring that every interaction is documented and accessible for future reference.

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