Manage Client Interactions with Quick Log or Log for Meetings and Emails
- 23 Aug 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
Manage Client Interactions with Quick Log or Log for Meetings and Emails
- Updated on 23 Aug 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
ISteven Miller receives an email from a client confirming that they have chosen his firm XYZ Advisory as the lead advisor on a buy side M&A transaction. Using Outlook, he can quickly log that email as a call report and then open the deal from his Outlook and update the stage to mandated, informing everyone on the good news.
Steven selects an email in Outlook and opens the side panel.
He clicks on the Quick Log to log the interaction without any input or Log button and then adds additional comments in the notes field and then complete the call report.
Quick Log saves the email with default values; Log requires users to fill the call report form.
Was this article helpful?