Interaction Type

Search for glossary terms (regular expression allowed)
Begin with Contains Exact termSounds like


Term Definition
Interaction Type

An interaction type is a way of categorizing your interactions with clients. An interaction type might be a phone call, an email, or a visit. You can create more categories by including the primary objective of the visit within the type name, like "Visit - communion" to indicate the visit will include communion.

Author - Administrator
Hits - 465