Busy professionals need to maintain a large portfolio of Contact information such as email address, physical addresses, and phone numbers. Unfortunately, that information can quickly become outdated, especially if others at the firm have more accurate information. Even if Contact information is painstakingly updated, it often requires more useful details like relationships and activities with clients. InterAction+™ can help track and organize that information. Sharing that information with the firm means that others can contribute additional information as it becomes available. This benefits individual users and helps groups within the firm collaborate.
- Contacts can be created for companies and individuals.
- The information contained with a Contact Details includes identifying information, company, and Contact methods.
- Contacts can be organized into Lists, where they can be managed as groups. Marketing Lists are available to marketing for tracking and Working Lists can be created to manage and communicate with them as a group.
- Contact relationships are also maintained in InterAction+. This includes information about other firm members' working relationships with clients, or if two Contacts are coworkers.
- Contacts can be synchronized with the firm's Contact information, both to share the Contact with the firm and update personal Contact Lists with new information that the firm has received. Sharing a Contact with the firm when the Contact is created is always optional. When sharing a Contact with the firm, you will have the option to keep some data private, so that it cannot be seen by other users of InterAction+.