Request: Can I log multiple interaction types (email, text, call, etc.) for a single activity in the CRM?
Answer: At Accountable CRM, we prioritize recording the most important type of interaction for each activity. While we understand that there might be multiple touchpoints with a contact in the same day (e.g., texting, emailing, and calling), our system is designed to focus on the result (KPI) and call to action (future follow-up or task) rather than tracking every individual touchpoint.
Why this approach?
Simplified Tracking: Logging one primary interaction ensures that you’re not overwhelmed by the need to record every single touch. Instead, it keeps the focus on meaningful progress.
Outcome-Oriented: The goal is to highlight the result of your interaction and the next steps rather than the number of touches.
Time Efficiency: By focusing on one key interaction, loan officers save time and stay organized.
How to Use This in Practice
When logging an activity, ask yourself:
Which interaction had the most impact?
Example: If you emailed and then followed up with a phone call, the call might be the most critical interaction to record.What was the result or call to action?
Capture the key takeaway from your communication—whether it was setting up a meeting, delivering information, or moving the loan forward.
Example Scenario
Let’s say you:
Sent an email in the morning to provide details on pre-approval.
Texted in the afternoon to confirm receipt.
Made a call later to discuss next steps.
Instead of recording all three, focus on the call (or the most impactful touch) and log the result—e.g., "Discussed pre-approval terms, scheduled next meeting for Friday."
Note: This approach ensures that your activity logs remain focused and tied to measurable outcomes, aligning with your KPIs and daily accountability goals.
If you have further questions or feedback, feel free to reach out through Intercom. We're here to help!