- Support Site
- Deals
Log an Engagement from the Contacts Tab in Deals
Save time and clicks by logging an engagement from the Contact Tab in a deal.
Use the "Actions" menu to Log an Engagement to a Contact from within a Deal. Access the deal, then navigate to the contacts tab.
💡Things to Consider
When you log the engagement, be sure to note the deal name as there is not currently a way to associate the Engagement with the deal (only the contact).
⚙️Steps
- Select a deal.
- Navigate to the Contacts Tab
- Select the Actions menu
- Select a type of Engagement
- Fill in the dropdowns
- Add the Deal Name to the body of the engagement to track what deal this Engagement is tied to (optional)
