Log an interaction
- 1Open the company or contact.
- 2Choose Log interaction.
- 3Select call, meeting, email, or note.
- 4Add the date and a concise customer-safe summary.
- 5Save the activity to the shared timeline.
Create the next action
After logging a contact interaction, QuoteDeck can offer an internal follow-up. Add an owner and due date so the commitment appears with the team's other tasks rather than remaining buried in a note.
Timeline boundaries
The timeline orders known customer occurrences. It does not infer that an unlogged call happened or that a stale account is unhealthy. Record real activity and use Needs attention as a work queue, not as an automatic judgment about the customer.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.