Time Saver - quickly log a call with a stakeholder

Follow these steps to quickly log a call you had with someone :

If sending an email is not practical:

1. Choose the stakeholder and the individual ;

2. Choose the appropriate communication ;

3. Go back to the main menu and under the Engagements tab go to the Communication (+) then +Create a new record or Link an existing record :






4. Create the communication and save it :




You will notice most fields are pre-populated for you : Title, Stakeholders, Team members, Communication type, Subject categories. All that's left to enter is Description and General atmosphere.




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