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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

  1. Select a deal.
  2. Navigate to the Contacts Tab
  3. Select the Actions menu 
  4. Select a type of EngagementLog Engagement From Contact Page-1
  5. Fill in the dropdowns
  6. Add the Deal Name to the body of the engagement to track what deal this Engagement is tied to (optional)deal engagement

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