Introduction

In the menu 'Interactions' you can track each interaction you have with your mentees, and add decisions and actions discussed during your meeting. When ready you can download all interactions as a PDF that you can upload to your CRM-system. 

How to do it
Watch the video below to see how the interactions menu works or follow the next steps.

1. Select a mentee from the 'My Mentees’ menu and go to 'Client Relation'. Click the tab 'Interactions' and create a new Interaction by clicking '+ Interaction'.

2. Review the types of Interactions and select one. Add information about the meeting, including a title for the meeting, the time, and duration.

3. Find the interaction you created an click the button '+ Decision/Action' to add a task specifically to this Interaction. Mark out on the timeline when the task should be completed. 

4. Create a follow-up meeting for you and your mentee by setting a future date and time for the meeting.