View My Interactions for a Prospect

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• View My Interactions in a Deal

  Navigate to the Deals module. Click on the Deal Name wherein you want to view the ‘My Interactions’. Go to ‘My Interactions’ tab. The system will list down all the Interactions done by the logged in user under ‘My Interactions’ tab.

• View All 'My Interactions' for an Account

  Navigate to the Accounts module. Click on the Account Name for which you want to view the Interaction. Click on the ‘My Interactions’ tab. The system will show all the Interactions logged in user has done with that Account.

• View Notes for a prospect

  Navigate to the Prospects module. Click on the Prospect Name for which you want to view the Notes. Click on the Notes. On the right-side Notes window will open with the Notes below.

• View All 'My Interactions' for a Contact

  Click on the Contacts tab. Click on the contact name (for example, Anand Krishna) for which you want to view interaction history, as highlighted in the figure below. You will be directed to a new page where you need to click on the "My Interactions" ...

• View Active deals for a Prospect

  Navigate to the Prospects module. Click on the Prospect Name for which you want to view Active Deals. Click on the Active Deals. On the right-side Active Deals window will open with the Deal names.