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Interactions
Keep track of phone calls, emails, and meetings.
Add interaction
Interactions
Person
Date
Type
Interaction Notes
Flag for followup
1
Richard Paterson
6/27/2019
Phone call
Work meeting 1:1
2
Timothy Holcomb
5/29/2019
In person
He came by the house to look at the leaky roof
3
Mary Henson
5/9/2019
Phone call
She gave me 3 items for shopping list:
4
Richard Paterson
3/14/2019
In person
Work meeting 1:1
5
Mary Henson
2/22/2019
In person
Met for lunch and discussed the NBA playoffs
6
Mary Henson
1/29/2019
Email
7
Flora Ladner
1/1/2019
Phone call
Had a great chat
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