View All 'My Interactions' for an Account

View All 'My Interactions' for an Account



  1. Navigate to the Accounts module.
  2. Click on the Account Name for which you want to view the Interaction. 

  1. Click on the ‘My Interactions’ tab. 
  2. The system will show all the Interactions logged in user has done with that Account. 





    • Related Articles

    • 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 My Interactions for a Prospect

      Navigate to the Prospects module. Click on the Prospect Name for which you want to view Interactions. Click on the My Interactions > on the right side My Interaction window will open with the type of Interaction.

    • 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 All 'Service History' for an Account

      Navigate to the Accounts module. Click on the Account Name for which you want to view the Service History. Click on the ‘Service History’ tab. The system will show all the ‘Service History’ with that Account.

    • View All 'Notes' for an Account

      Navigate to the Accounts module. Click on the Account Name for which you want to view the Active Deals. Click on the ‘Notes’ tab. The system will show all the Notes with for Account.