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Log an interaction

A contact moment is one entry in a client's interaction history. Calls, emails, visits, demos: anything worth remembering.

Goal​

Log a contact moment on a client and verify it lands on the client's timeline.

Prerequisites​

  • The client (person or organisation) already exists.

Steps​

1. Open the client's detail page​

2. Click + Add Item on the Contactmomenten tab​

The client detail page's sidebar has a Contactmomenten tab; the create button on that tab is the standard Add Item action.

Add contact moment

3. Pick the type​

The shipped types are Call (inbound), Call (outbound), Email, Meeting, Visit, Video call, Chat, Note. Admins add or retire types per channel under Administration settings → Pipelinq → Request Channels.

4. Fill in the details​

  • Date: defaults to now.
  • Subject: short summary.
  • Notes: free-form body.
  • Linked lead / request: optional; surfaces the moment on those records too.

Form

5. Save​

The moment appears at the top of the client's timeline.

Saved

Verification​

  • The moment is on the client's timeline with the right type icon.
  • If you linked a lead/request, the moment also shows there.
  • The history tab logs the create event.

Common issues​

SymptomFix
Type list is emptyAdmin hasn't configured contact-moment types yet. See admin guide.
Moment doesn't show on linked leadReload the lead. The timeline cache refreshes only on next view.

Reference​