The InterAction add-on for Sugar Sell, Sugar Serve and Enterprise enables you to stay on top of your last communication with leads, contacts and accounts. This powerful tool allows you to see the date and time of the last interaction as a dashlet or list view to the Accounts, Opportunity and Leads modules.
User Guide
Introduction
After the package installation, a new Dashlet is added to the following modules record views Dashboards:
- Leads
- Accounts
- Opportunities
Those Dashlets provide information about latest interactions related to the record:
- Last Call - latest call make
- Last Meeting - latest meeting arranged
- Last Email - latest email sent
Note that if there are no emails, calls and meetings No Interactions message will be shown. Also, if some of the interactions are missing it will not be shown on the dashlet.
Overall latest interaction is shown in the header.
Note that each interaction will have a green or red icon in front of it. If the time from the latest interaction is 30 or less days then it will be green, if it’s more than this, it will be red.
Accounts
Account record Dashboards show the latest interactions with accounts. It will check interactions related to the account but also all interactions related to contacts related to the account.
Leads
Last InterAction Leads dashlet provides info about interactions with Leads record. On picture below lead only had interaction over email so other interactions were not shown.
Opportunities
In the Opportunities module there are 2 dashlets:
- Last InterAction Accounts info
- Last InterAction Opportunities info
- Last InterAction Accounts Info is the same as one on the Accounts module. It will check interactions related to the account but also all interactions related to contacts related to the account.
- Last InterAction Opportunities Info will check all emails, calls and meetings related to the Opportunities module.
Saving Comment...
