InterAction Home Page
The InterAction homepage is your base of operations! Easily search for contacts, view alerts and notifications, and access help and how-to information. The Find Contact box at the top of the page stays with you as you navigate the system, so your search can be executed no matter where you are within InterAction. Simply enter a name, phone number, or even an e-mail address and the contact's record will appear.

Contact Overview Page
This is the first segment of the "Person Overview". The overview provides a 360-degree view of a contact, including contact information, relationships, activities, and notes. Click Next below to drill into the first section on this page.

Additional Fields, Lists and Notes
If you scroll down the Person Overview page, the first section is "Profiles, Lists, and Notes". This is where you can view, edit, and store additional information as it concerns a person or company. InterAction allows you to create an unlimited number of additional fields. All of the information is easily searchable. On the right side of the page, you can view and add important notes regarding the contact including your own private notes.

Related People & Companies
Another section of the Contact Overview page is "Related People, Companies, and Organizations." Here you can view all of a contact's relationships, including co-workers, board memberships, and any other relationship that you define.

Activity Tracking
My Watch List is a convenient way to view a log of all activities occurring for contacts that you want to monitor. These activities can be sorted by contact type, activity type, and date.

Marketing Automation
Marketing Lists are firm-wide collections of contacts for mailings, events, and other marketing campaigns. You can create an unlimited number of marketing lists. Easily print envelopes, perform mail merges, and send personalized e-mail campaigns. You can even export contact information for distribution by a third party firm. Robust security and audit tracking is included of course!

Deal Forecast / Pipeline
The opportunity module allows for you to track of the information on your firm's deal and opportunities. The forecast is a personalized report, displaying a pipeline of the deals you want to track. From here, you can drill down to view the opportunities in each stage along with detailed information. Opportunities are completely searchable and can be sorted by industry, stage, dollar value, and more.

Outlook Main Screen
The mail template in Outlook can be easily customized to integrate with InterAction, so you can access important InterAction features without leaving the Outlook environment.

Outlook Contact Information
Your contacts in Outlook can be automatically synchronized with InterAction. You control which contacts are synchronized, and which information to share with the firm. From Outlook, you can access a contact's record in InterAction, including all of their activities, relationships, and even their deals. There's no need to leave Outlook - all of the relevant information is right at your fingertips!

Outlook Email Activities
InterAction's Activity Tracking functionality is accessible directly from Outlook. Quickly log sent and received e-mails by clicking the "Add Activity" button at the top of the e-mail. By default, the contacts listed in the e-mail will be listed on the activity, but you can link additional contacts to the activity. You can also quickly address an e-mail to any contact in InterAction by using the "InterAction Lookup button".

Lotus Notes Main Screen
The mail template in Lotus Notes can be easily customized to integrate with InterAction, so you can access important InterAction features without leaving the Notes environment.

Lotus Notes Contact Informaton
Your contacts in Lotus Notes can be automatically synchronized with InterAction. You control which contacts are synchronized, and which information to share with the firm. From Notes, you can access a contact's record in InterAction, including all of their activities, relationships, and even their deals. There's no need to leave Notes - all of the relevant information is right at your fingertips!

Lotus Notes E-mail Activities
InterAction's Activity Tracking functionality is accessible directly from Notes. Quickly log sent and received e-mails by clicking the "Add Activity" button at the top of the e-mail. By default, the contacts listed in the e-mail will be listed on the activity, but you can link additional contacts to the activity. You can also quickly address an e-mail to any contact in InterAction by using the "InterAction Lookup button".