Interaction Type

Select the interaction type from among these choices: Customer, Prosect, Sales Contact, or Vendor. The interaction type you choose specifies which interaction form is affected. The Topic field on the Customer Interactions, Prospect Interactions, Sales Contact Interactions, and Vendor Interactions forms is populated by what you put in the Topic field on the Interaction Topics form. For example, if you choose Vendor as the interaction type and New Orders as the topic, then New Orders appears as a choice in the Topic field on the Vendor Interactions form.