How to Add(or Update) Action/Interaction Types in the CRM
Step 1
Log into webCemeteries Management.
Step 2
Click the Settings icon at the bottom of the left-hand menu.
Step 3
Click "Interaction Types"
Step 4
Select the orange "+" button to add a new interaction type, or, select an existing interaction type to edit it.
Step 4
Add an Action Title and select and Icon. When you click the icon you like from the options below, the selected icon will turn green and display to the right of the Icon field. Make sure to click “Save” to save your new Action Type.