We currently use a different CRM package but we are looking at moving to SuiteCRM. I am trying to understand where and how you log communications with the client e.g. if you call them, if you email them, if they call you, if you have a meeting. This section in our current CRM package is called “communications” and you would just create a new “communication” and choose the type e.g. call, email etc… then type the notes of the discussion.
Thank you in advance