To get the most out of your Interactions, it is important to create some best practices for your team so all of your records look similar to each other when reporting. Here are some tips on how to create unique and relevant Interactions:
1. Use descriptive titles for your Interaction for easy identification
2. Attach needed files to the Interaction
3. For future reporting, try to associate as many appropriate coverage areas as needed to the Interaction
4. Use custom fields to include site-specific information your team needs
5. Create tasks for future things to do and assign them to teammates
6. Leverage the Insights tool to help manage and report your analyst sentiment