Adding Multiple Contacts to an Interaction

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Interactions can be between a single contact or multiple contacts. When creating an interaction normally, the interaction would only include a single person. To include multiple people into the interaction, please complete the below steps:

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1. Navigate to the Interactions tab on Practifi

2. Click on the Add button

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3. Enter all the Mandatory fields required to add a new Interaction

4. Click '+' under Interaction Parties

5. Type the name of a Contact/Person who is on the system

6. Click Save

 

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