DVDATUM
October 29, 2025
Create New Interaction
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Interaction Details
Customer *
Select a customer
Related Lead
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Type *
Select type
Phone Call
Email
Meeting
Site Visit
Proposal
Note
Social Media
Date & Time *
Subject *
Notes *
Duration (minutes)
Sentiment
Select sentiment
Very Positive
Positive
Neutral
Negative
Very Negative
Key Points
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Save Interaction
Tips
Be specific in your subject line
Include key decisions and next steps
Note any commitments made
Record follow-up requirements
Track customer sentiment for trends
Quick Templates
Phone Call
Meeting
Email Follow-up
Site Visit