Documenting client interactions ensures the whole team has visibility into conversations, agreements, and next steps. This helps Forge Marketing maintain consistent, professional client relationships.

Step-by-Step Guide

Step 1 — Log In

• Go to [crm.forgemarketing.com].
• Sign in with your Forge Marketing email and password.

Step 2 — Find the Client Record

• Use the search bar to locate the relevant client or contact.
• Click their profile to open the record.

Step 3 — Add a New Interaction

• In the “Activity” or “Timeline” section, select “Log Interaction.”
• Choose the type of interaction:
  • Call
  • Meeting
  • Email
  • Other

Step 4 — Enter Details

Fill in the required fields:
Date & Time of the interaction

• Summary (e.g., “Discussed campaign goals and Q4 budget”)
• Participants (Forge Marketing team + client contacts)
• Follow-Up Actions (tasks or deadlines agreed upon)
• Attach supporting documents or meeting notes if available

Step 5 — Save the Interaction

• Click “Save.”
• The interaction will now appear in the client’s timeline, visible to the wider team.

Best Practices

• Always log interactions within 24 hours to keep records current.
• Keep notes clear, factual, and professional — avoid personal opinions.
• Link follow-up tasks to the interaction so action items aren’t missed.
• If the interaction includes sensitive details, mark it as Internal Only when appropriate.

Support

For questions about logging interactions:

• CRM Administrator: Jordan Lee — jordan.lee@forgemarketing.com
• Account Management Lead: Priya Kapoor — priya.kapoor@forgemarketing.com