Log customer activity and create follow-ups

Log an interaction

1. 1Open the company or contact.
2. 2Choose Log interaction.
3. 3Select call, meeting, email, or note.
4. 4Add the date and a concise customer-safe summary.
5. 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.