Navigating InterAction+™ Home

Capturing critical client information is the first step in securing at-risk relationships.

InterAction+™ Home is a single-view dashboard designed to help you make sure no important connections slip through the cracks.

Some InterAction+ Home features are only available to Professional and Strategic tier users. Essential users will see a simplified view of InterAction+ Home. Refer to Navigating InterAction+™ Home for Essential Users to learn more.

The InterAction+ Home screen can be divided into several areas:

1. Navigation Bar: To access most of InterAction+, you will navigate to the functionality through the Tabs on the Navigation Bar.
   • Proxy: Defaults to Myself. This Tab indicates whether you are acting as yourself or as a Proxy for someone else.
   • Contacts: Lists personal Contacts previously called My Contacts. These are contacts you have entered and wish to keep easily accessible. Individual Contacts may or may not be shared with the firm.
   • Contact Types: Lists Contacts, organized by types that your firm configures and manages. For instance, there may be lists for clients, personnel, and prospects, among others.
   • Lists: Includes Contact lists organized into categories that InterAction+ users have specified. Users can create Working Lists of contacts here. Marketing Lists also display here.
   • Business Planning: Displays tables containing the firm's Objectives and Initiatives used to manage the firm's strategic data to help achieve the firm's goals.

   • Pipeline Management: Displays the prospects and business proposals by the firm. Specific business proposals are managed as Opportunities.

     Business Planning and Pipeline Management features are only available to Strategic users.

   • Tasks: Used to track the firm's Tasks and Tasks assigned to the user or others at the firm.
   • Alerts: Notifications sent in response to events about specific Contacts.
   • Settings: Used by end users to set personal preferences and System Administrators to configure InterAction+ for the entire firm.
2. Global Search Bar: Use to find data within Client Insights Module (CIM) such as Contacts, Lists, Objectives, Initiatives, Opportunities, and Activities.
3. Toolbar: Provides quick access to adding features, Alerts, and the Answer Center from any page in CIM.  
   • Global Add button allows you to add a number of items (e.g., contacts, tasks, activities, etc.)
   • Alerts allow you to see how Contacts important to you are engaging with the firm
   • Help directs you here, to the Client Insights Answer Center
   • You can view your Contact page, update your WAM sign-in information, submit an idea to the InterAction Ideas Portal, access the LexisNexis Account Center or sign out from here.
4. Important Contacts with Low Engagement: Indicates target relationships that need additional engagement from your Working List.

5. Contacts I Know: Shows the percentage (%) of the Contacts with weak connections based on settings established by the Firm Administrator. Click this tile to open the Contacts I Know tab in the Contacts page.

6. My Tasks: Visual reminder of the number of overdue Tasks assigned to the you. Click this tile to open Overdue Tasks .

7. Contacts Meeting Co-workers: This field lists upcoming meetings scheduled between the Contact on your linked Working List and your co-workers.

8. People I've Lost Touch With: Contacts you know that you have not had Activity with in the past 90 days.

9. Upcoming Activities: List of upcoming Activities on your calendar. Up to 4 activities are displayed.

Proxy access is not currently supported. Proxy users will be re-directed to the Contacts page.