The Interactions section in the Accounts dashboard displays the total number of calls and meetings conducted by users for each account. This feature helps in monitoring and tracking the level of engagement across individual accounts.
Managers, admins, and auditors can leverage this data to track account activity, ensure consistent communication, and gain insights into overall engagement.
Steps to access "Number Of Interactions" :
Click on the "Accounts" icon.
Click on 'Filters' to access the available search options for your dataset.
Input a value in the 'Number of Interactions' field (for example, set Minimum = '4').
Click "Apply Filter" to activate your selection.
The image shows the filtered data for a single account, which has 4 interactions.
Interactions in Accounts Dashboard
The Interactions section shows the total calls and meetings per account, helping managers, admins, and auditors track engagement and monitor activity.
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