In RedTeam, "Interactions" are used to record and document communication between you and a prospective Customer, Vendor, Third-Party, etc. Interactions let you track and quickly recall events and communication with any contact you want to add to RedTeam. For instance, Interactions can be used to take notes for important phone or conference calls, meetings or conferences, and emails. These "types" of Interactions are entirely defined by your company and configured by your System Administrator.

In addition to tracking Interactions, you can associate them with specific marketing Campaigns (i.e. "Retail Projects," "Midwest Region,"Orange County Schools," etc.) for which you can create Opportunities (i.e. "Target on SR 33," "Kansas Medical Center," "Lake Fairview Elementary," etc.) that can later be converted to a Project with the click of a button.

From the Interactions tab under a Target (prospective Customer), you can manage all of the Interactions and events on file in RedTeam, so that you can see all of your communication, important notes, planned steps, etc. from one place. Use the Filter to narrow criteria and create custom Interactions Log reports.

Example: While meeting a customer for a meeting on an ongoing job, a customer mentions to the employee the opportunity to bid for work on a similar and upcoming job that has not begun. The employee opens RedTeam and creates an Interaction, which is now accessible by the whole marketing Team and allows the Team to find a way to capitalize on the opportunity.

In RedTeam, "Interactions" are used to record and document communication between you and a prospective Customer, Vendor, Third-Party, etc. Interactions let you track and quickly recall events and communication with any contact you want to add to RedTeam. For instance, Interactions can be used to take notes for important phone or conference calls, meetings or conferences, and emails. These "types" of Interactions are entirely defined by your company and configured by your System Administrator.

From the Opportunities menu under the Interactions tab, you can manage all of the Interactions and events on file in RedTeam, so that you can see all of your communication, important notes, planned steps, etc. from one place. Use the Filter to narrow criteria and create custom Interactions Log reports.

The Events feature of RedTeam lets users create and share customizable events for everything from a presentation to a phone call to discuss a job. With Events, you have the option to create an Event that repeats, add "guests" via users in the RedTeam database or by email, and set a reminder that may be shared with your contacts and will be delivered by email or as an Action Item.

2. Select "Add Event"

3. Fill out the required fields in the blank Event form

4. Click "Save"

In RedTeam, "Interactions" are used to record and document communication between you and a prospective Customer, Vendor, Third-Party, etc. Interactions let you track and quickly recall events and communication with any contact you want to add to RedTeam. For instance, Interactions can be used to take notes for important phone or conference calls, meetings or conferences, and emails. These "types" of Interactions are entirely defined by your company and configured by your System Administrator.

In addition to tracking Interactions, you can associate them with specific marketing Campaigns (i.e. "Retail Projects," "Midwest Region, "Orange County Schools," etc.) for which you can create Opportunities (i.e. "Target on SR 33," "Kansas Medical Center," "Lake Fairview Elementary," etc.) that can later be converted to a Project with the click of a button.

From the Interactions tab under a Target (prospective Customer), you can manage all of the Interactions and events on file in RedTeam, so that you can see all of your communication, important notes, planned steps, etc. from one place. Use the Filter to narrow criteria and create custom Interactions Log reports.

The tools icon displays multiple options for an Interaction. Once an Interaction has been Committed, it can only be un-Committed (you must have the correct permissions) or Viewed. Only a Draft Interaction can be Edited or Deleted.
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