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How do I log interactions with clients?
How do I log interactions with clients?

Information about notating client accounts

Paul avatar
Written by Paul
Updated over a week ago

GigaBook offers many CRM features, and one of them is the ability to log your interactions with clients.
From your Client Management Page, select the client with whom you interacted. 

From there, a modal will pop up. Click the "Client Interaction" icon:

This opens up features that allow you to log a call, log emails, or log meetings and keep the information with that client's file

To learn more about the customizable platform GigaBook provides, check us out!

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