Home → Records → Interactions page → Creating interactions
7.2. Creating interactions
To create an interaction, select the "Interaction" option from the "Add Menu" in the top right-hand corner of RubiCRM.
Interactions and tasks can also be quickly created via the quick links located in the bottom left-hand corner of RubiCRM and with the "Add New" menu within the quick search.
Once the Interaction option is selected, enter the details for the interaction and then click the "SUBMIT" button.
This page was: Helpful |
Not Helpful