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Create interactions on contacts and segments

  • Artykuł

You can create interactions to track the communications you have with a single contact, or with multiple contacts in your segments. To make it easy to create interactions, Business Central provides the Create Interaction assisted setup guide. The guide helps you capture the important details about the interaction.

Before you create interactions though, you must set up interaction templates. To learn more about interaction templates, go to Set Up Interaction Templates.

To create an interaction with a contact

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Contacts, Salesperson, or Interaction Log Entry, and then choose the related link.
  2. Choose the Create Interaction action.
  3. Fill in the fields as necessary. Hover over a field to read a short description.

Note

If you need to stop before you've finished the interaction, you can choose Cancel and then specify whether you want to save your settings so you can continue later. To learn more about postponed interactions, go to To finish setting up a postponed interaction.

To create an interaction on a segment

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Segments, and then choose the related link.
  2. Choose the Create Interaction action.
  3. Fill in the fields as necessary. Hover over a field to read a short description.

Tip

After you assign an interaction to a segment, there are several other actions you can take on the Segment page:

  • Personalize the interaction for each particular contact within the segment, for example, by selecting another interaction template on the lines.
  • Log the segment and interactions by choosing the Log action to open the Log Segment page.
  • Create a new segment containing the same contacts by choosing the Create Follow-up Segment checkbox. This setting requires that a number series is specified for segments on the Marketing Setup page.

An interaction is recorded for each contact within the segment in the Interaction Log Entry table, and the segment is logged. Logged segments are available on the Logged Segment page.

To finish setting up a postponed interaction

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Postponed Interactions, and then choose the related link.
  2. Choose the interaction you want to finish, and then choose the Resume action.

See also

Recording Interactions
Managing Contacts
Managing Sales Opportunities
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