InterAction+™ AI Answer Center
Categories
- Getting Started Learn how to navigate InterAction+ Home and configure proxies.
- Managing Contacts Track, organize and share Contact information.
- Working with Activities Learn how to view, create and edit Activities.
- Working with Lists Learn how to create and edit Working and Marketing Lists.
- Business Planning and Pipeline Management Manage Initiatives and Opportunities and author reports.
- Using the Tasks Tab Learn how to create, edit and delete Tasks.
- Reporting Learn how the InterAction+ Reporting API enables secure, seamless creation and integration of customizable reports.
- Data Management Learn about Data Management tools, such as Data Minder, IQ and Data Change Management.
- Settings Learn how to configure firm and end user settings.
- InterAction+™ for Microsoft 365® Answer Center The place to find information on using InterAction+™ for Microsoft 365®.
- InterAction+™ Mobile Answer Center The place to find information on using the InterAction+™ Mobile App.
- InterAction+™ Integration Answer Center The place to find information on the InterAction+™ Cloud API and its integrations.