--- title: Adding Interactions in the CRM description: Keep track of your customers by adding interactions to their contact page. --- [Skip to content](https://support.webcemeteries.com/hc/en-us/articles/5642903180827-adding-interactions-in-the-crm#main-content) [Submit a Request](https://support.webcemeteries.com/kb-tickets/new?hsLang=en) [![webcemeteries-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png)](https://support.webcemeteries.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Request](https://support.webcemeteries.com/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [webCemeteries Knowledge Base](https://support.webcemeteries.com/?hsLang=en) 2. [Management](https://support.webcemeteries.com/management?hsLang=en) 3. [Contacts & Customers Module](https://support.webcemeteries.com/management?hsLang=en#contacts-customers-module) # Adding Interactions in the CRM *Are you new to the webCemeteries Customer Relationship Management (CRM) module? Check out this article which walks you through adding new interactions in the CRM. If you are not a webCemeteries Management customer you will not be able to access these special features.* [*Contact us today*](https://webcemeteries.com/) *to learn more about licensing Management.*   **Interactions** show a log of the connections the organization has had with this contact. You can log the type (email, phone call, office visit, etc.) and the date/time of the interaction. Logging Interactions allows the organization to keep track of a timeline of contacting customers and store notes pertaining to a customer (such as changes pertaining to ownership and contracts). ### Step 1 Log into [webCemeteries Management](https://management.webcemeteries.com/). ### Step 2 Hover over "CRM" on the left side menu and click "Contacts & Customers". ![](https://support.webcemeteries.com/hs-fs/hubfs/image-png-Aug-04-2024-03-20-48-9339-AM.png?width=667&height=904&name=image-png-Aug-04-2024-03-20-48-9339-AM.png) ### Step 3 Enter a name, email address or phone number to search for the person in your CRM. ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-42-16-3808-PM.png)   ### Step 4 Click on the search result from the list to view the contact in detail and to see interactions. ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-42-18-3945-PM.png) ### Step 5 Interactions appear in the center portion of the screen by default when you open a record. ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-42-17-6338-PM.png) ### Step 6 Click “Add Interaction” to log a call, email or office visit that may have occurred or is to occur in the future. Be sure to select the username from the list of users in order to keep track of who in your organization had this interaction. ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/file-May-02-2024-04-42-17-0204-PM.png) ### Step 7 Click “Save” and enjoy seeing a full record of interactions with the contact.   **Automatically Added Interactions** Some interactions are added automatically as you manage your records in webCemeteries Management. Examples of automatically added interactions include adding a contact as an owner and signing a property contract. - [Getting Started](https://support.webcemeteries.com/getting-started?hsLang=en#main-content) - [User Management Overview](https://support.webcemeteries.com/getting-started?hsLang=en#user-management-overview) - [Settings Overview](https://support.webcemeteries.com/getting-started?hsLang=en#settings-overview) - [Management](https://support.webcemeteries.com/management?hsLang=en#main-content) - [Access and Usability](https://support.webcemeteries.com/management?hsLang=en#access-and-usability) - [Arboretum Module](https://support.webcemeteries.com/management?hsLang=en#arboretum-module) - [Books Module](https://support.webcemeteries.com/management?hsLang=en#books-module) - [Contacts & Customers Module](https://support.webcemeteries.com/management?hsLang=en#contacts-customers-module) - [Contracts Module](https://support.webcemeteries.com/management?hsLang=en#contracts-module) - [Deceased Module](https://support.webcemeteries.com/management?hsLang=en#deceased-module) - [Documents Overview](https://support.webcemeteries.com/management?hsLang=en#documents-overview) - [Dynamic Forms Overview](https://support.webcemeteries.com/management?hsLang=en#dynamic-forms-overview) - [Locations Module](https://support.webcemeteries.com/management?hsLang=en#locations-module) - [Maps](https://support.webcemeteries.com/management?hsLang=en#maps) - [Memorials Module](https://support.webcemeteries.com/management?hsLang=en#memorials-module) - [Ownership Module](https://support.webcemeteries.com/management?hsLang=en#ownership-module) - [Payment Processing](https://support.webcemeteries.com/management?hsLang=en#payment-processing) - [Reports](https://support.webcemeteries.com/management?hsLang=en#reports) - [Reservations Module](https://support.webcemeteries.com/management?hsLang=en#reservations-module) - [Work Orders Module](https://support.webcemeteries.com/management?hsLang=en#work-orders-module) - [Invoices](https://support.webcemeteries.com/management?hsLang=en#invoices) - [Passare](https://support.webcemeteries.com/management?hsLang=en#passare) - [Sales](https://support.webcemeteries.com/sales?hsLang=en#main-content) - [General Access in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#general-access-in-enterprise-sales) - [Contracts in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#contracts-in-enterprise-sales) - [Reservations in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#reservations-in-enterprise-sales) - [Searching in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#searching-in-enterprise-sales) - [Public Tools](https://support.webcemeteries.com/public-tools?hsLang=en#main-content) - [Remember My Journey](https://support.webcemeteries.com/public-tools?hsLang=en#remember-my-journey) - [Mobile App](https://support.webcemeteries.com/public-tools?hsLang=en#mobile-app) - [Tours](https://support.webcemeteries.com/public-tools?hsLang=en#tours) - [Forever Plot](https://support.webcemeteries.com/public-tools?hsLang=en#forever-plot) - [Uncategorized](https://support.webcemeteries.com/uncategorized?hsLang=en) - [Website Integrations](https://support.webcemeteries.com/website-integrations?hsLang=en) [![file-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png "file-logo")](http://webcemeteries.com) 277 Fair St., Suite 1, Kutztown, PA 19530 [mailto:support@webcemeteries.com](mailto:support@webcemeteries.com) Copyright © 2024, webCemeteries ™