How to log customer interactions
“Did anyone call this customer back?” should never be a mystery. RushFlow’s Communications Log records every interaction with a customer or lead — calls, emails, meetings and notes, with direction and time — so the whole team can see the history of touches. It’s a record of interactions, and each entry also appears on the customer’s 360 timeline.
Step by step
- Open the logWeb: CRM → Communications Log, or from a customer/lead.
- Add an entryRecord the channel (call / email / SMS / meeting / note), direction (inbound / outbound), a subject, notes and when it happened.
- See it on the timelineThe entry is projected onto the customer’s 360 timeline, so the interaction sits alongside their sales and payments.
A log, not a sender
The Communications Log records interactions your team has — it doesn’t dispatch the call or email itself. That keeps a reliable, manual history of touches regardless of which phone or inbox they happened on.
Frequently asked questions
Can I log calls and emails with customers?
Yes. The Communications Log records interactions (call, email, SMS, meeting, note) with direction and time against a customer or lead, and each entry shows on the customer’s 360 timeline.
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