Manage interactions with your contacts

In Business Central, interactions are all types of communications between your company and your contacts. For example, communications can be email, letter, telephone, meetings, and so on.

You can record interactions with your contacts to keep track of your sales and marketing efforts, and improve future business interactions.

The following table describes a sequence of tasks, with links to the articles that describe them.

To	Go to
Set up Business Central to record interactions.	Set Up Contacts
Create interactions to record all the interactions and communications you have with your contacts and segments, such as emailing.	Create Interactions on Contacts and Segments
Set up Business Central to automatically record interactions for sales, purchase, and service documents. For example, record when documents are created, posted, or printed.	Automatically Record Interactions with Contacts

Related information

Record interactions with contacts

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