Once done with an interaction you will have the option to update the status of the interaction, you will find this in the top right-hand side corner of your opened contact card.
View the screenshot below:
There will be three available options to select from. The interaction will determine which of the three would be selected
- If the interaction was successful, you would select the below Successful and it would close
- If the interaction was unsuccessful eg.(Abandoned interaction), you would then select Unsuccessful and the interaction would be closed.
- If the interaction was incomplete, you would select it as Pending, and you would have the option of setting a reminder to complete it.