Viewing Contact Interaction History

View the interaction history for the contact.

The interaction history for an account includes interaction type (activities, leads, opportunities), the status for each interaction, and the relative time period (past, current, future).

  1. On the home screen, select Contacts.
  2. Select a contact to view the contact fact sheet.
  3. Near the bottom of the screen, select Interactions.
  4. Select an item to view interaction details.