Interactions

An Interaction is a logged touchpoint with a customer — a call, an email, a LinkedIn message, a meeting, or a quick note — timestamped and credited to whoever logged it. Interactions are part of the Sales CRM module.

You'll see interactions two ways: logged by hand from a customer or We Owe page, or automatically when someone emails or BCCs your inbound address.

Where They Show Up

Open any customer's detail page and expand the Interactions section to see everything logged for that account. The same timeline appears on any We Owe, scoped to just that one.

For a company-wide view, use the Interactions page in the sidebar — every interaction across every customer, with columns for who it's about, what it's tied to, and when it happened. Click a row to open the full details in a side panel: subject, the complete message body, who logged it, and when.

Tying an Interaction to a We Owe

When you log an interaction, you can leave it on the customer's general timeline or tie it to a specific We Owe — a commitment, an opportunity, or a warranty claim. If you tied it to the wrong one, or want to move it, use Tie to on the interaction to shift it to the customer's timeline or a different one of that customer's We Owes. You can't move an interaction to a different customer — only to a different place within the same one.

Editing and Deleting

Only the person who logged an interaction — or an admin — can re-tie or delete it. Deleting keeps the record recoverable behind the scenes; it doesn't just vanish from the database.

Requirements

Interactions are part of the Sales CRM module. If you don't see the Interactions page in your sidebar or the Interactions section on a customer's page, ask your admin whether Sales CRM is enabled for your company.