Quickly register a interaction
A "got in touch" button in the contacts list (could be a swipe on the mobile app) to quickly register that a interaction happened that day with that contact, instead of having to go to their profile and without having to fill the details like meeting type or description.
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Comments2
Jul 12, 2021
As Todd mentions, on the web we have a 'quick action' button on the dashboard, and a swipe interaction on the mobile app.
Todd Medema
Mar 5, 2021
Seems like this exists now! :)