# Interactions Interactions let you track every touchpoint with a contact — calls, emails, meetings, and notes. Over time, this builds a **timeline** of your relationship history. > [!quote] Every Conversation Counts > The best relationships are built on ==memory and follow-through==. Logging interactions means nothing gets forgotten. ## What is an Interaction? An interaction is a logged event tied to a specific contact. Each interaction has: | Field | Description | |-------|-------------| | **Type** | Call, Email, Meeting, or Note | | **Summary** | A description of what happened | | **Logged by** | The team member who created the entry | | **Logged at** | The timestamp of when it was recorded | ## Interaction Types ### Call Log phone calls, video calls, or voice messages. - *"Discussed Q3 budget and timeline"* - *"Quick check-in, they're happy with the service"* ### Email Record important email exchanges. - *"Sent proposal for website redesign"* - *"Received signed contract"* ### Meeting Track in-person or virtual meetings. - *"Quarterly business review at their office"* - *"Onboarding call with their team"* ### Note Capture any other information or context. - *"Met at trade show, interested in our enterprise plan"* - *"Prefers email over phone"* ## How to Log an Interaction 1. Open a contact's detail view 2. Click **Add Interaction** 3. Select the **type** (Call, Email, Meeting, or Note) 4. Write a **summary** of what happened 5. Save The interaction is added to the contact's timeline with your name and timestamp. ## Viewing the Timeline Each contact has an **interaction timeline** — a chronological list of all logged interactions: - Most recent interactions appear first - Each entry shows the type, summary, who logged it, and when - The timeline grows as your team adds more interactions > [!tip] Team visibility > Everyone with access to the book can see the interaction timeline. This means your whole team stays informed about relationship history — even if they weren't part of the original conversation. ## Deleting an Interaction **Members** and **Owners** can delete interactions they no longer need: 1. Find the interaction in the timeline 2. Click **Delete** 3. Confirm > [!note] Permanent action > Deleted interactions cannot be recovered. ## Who Can Log Interactions? | Role | View Interactions | Create Interactions | Delete Interactions | |------|------------------|--------------------|--------------------| | Viewer | Yes | No | No | | Member | Yes | Yes | Yes | | Owner | Yes | Yes | Yes | ## Why Track Interactions? - **Continuity** → new team members can see the full relationship history - **Accountability** → know who contacted whom and when - **Follow-up** → never forget to follow up on a conversation - **Context** → understand the relationship before your next meeting > [!success] The Key Idea > Interactions build a shared memory for your team. Log every meaningful touchpoint and you'll always have context for the next conversation. --- **Next:** Manage your profile and preferences in [[Account Settings]].