Create, manage, and track Interactions

Can Tasks be added independently of Interactions and Projects?
Yes, tasks can be created on their own from the main tasks page. To do this click on the tasks icon at the upper right of your screen. Then click on the Add...
Wed, 1 Nov, 2023 at 8:33 AM
How do I add an Insight?
1. Go to any one of your interactions. If you are creating a new interaction, you must save the interaction before you can create an insight. 2. Highlig...
Wed, 17 Apr, 2024 at 6:15 AM
How do I report on Insights and Sentiment?
To view and report on Insights and Sentiment metrics go to the Analytics tab and click on Analytics>Insights>Insights Summary. From here y...
Wed, 17 Apr, 2024 at 6:15 AM