Communications

Track calls, emails, meetings, and use AI-powered suggestions. Learn how to log communications, view complete history, leverage AI for better email drafts, and maintain a complete record of all client interactions.

Tracking Communications

Log calls, emails, and meetings to maintain complete history. Track every interaction with leads and clients in one place, ensuring complete communication history.

8 minutes

beginner

AI-Powered Suggestions

Use AI to get smart suggestions for your communications and follow-ups. Leverage AI-powered recommendations to improve your email drafts and never miss important follow-ups.

10 minutes

intermediate

Communication History

View and manage your complete communication history with leads. Access all calls, emails, meetings, and messages in chronological order to maintain complete client records.

5 minutes

beginner