Watch the video below to learn how you will be able to create and manage past and future Interactions with clients, and how to add decisions and actions to each interaction. You can also add information about the engagement and demographics of the client and see how this information becomes statistical data.

The following steps are demonstrated in the video:
- Log a meeting with a client
- Add decisions and actions to the meeting

- Share an interaction with the client

- Download PDF file of the interaction
- Create a future meeting
- Add information about the client engagement
- Check client analytics

- View sent messages in Mailbox