Track tasks and events and log client communications to maintain a complete history of your interactions with a client.
|Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions|
On the client profile, go to the Activity tab.
On the appropriate tab, schedule a task or event, send an email, or log a call.
If the client’s tasks or events are included in the household’s roll-up summary, this task or event is also displayed on the household profile’s Activities Related List on the Related tab.
Keep in mind these considerations when tracking client interactions.
- Your administrator can designate which activities affect the Last Interaction and Next Interaction dates that you see on the client and household profiles. Ask your administrator for details.
- Last Review and Next Review dates are not calculated automatically based on a client’s Review Frequency. Last Review and Next Review dates are unrelated to the client’s task or event dates, even if a task or event is a review meeting.