This guide explains how to record and manage contact moments in Tribe so your team always has the right context. It shows you how to capture calls, meetings, notes, and documents in a clear and consistent way. You might use this when setting up your workflow or improving how your team tracks interactions. By following this guide, you will create a shared history that supports personal, informed communication.
Table of Contents
Background And Context
What Does This Step Do?
Step By Step Instructions
Tips And Best Practices
Quick Summary
Background And Context
Strong relationship management depends on knowing what has happened, what is planned, and what still needs attention. Contact moments form the heartbeat of your relationships, capturing every meaningful interaction in one place. Recording them properly helps your team stay aligned and informed.
What Does This Step Do?
This step helps you capture and organise all interactions with your relations, including tasks, appointments, notes, and attachments. It ensures that every interaction is visible, traceable, and easy to find. This shared history allows your team to offer consistent and personal communication.
Step By Step Instructions
1. Tasks and appointments
Tasks help you plan and track follow-up actions to ensure all commitments are met. They appear in your open tasks list, helping you and your colleagues stay organized and aligned.
Use appointments to schedule planned interactions like meetings or calls. Start by learning how to create appointments and link them to the correct relations and activities. Linking these to the correct relations gives your team clear visibility on upcoming contact moments within your calendar. The following videos and articles will support you in this step:
2. Notes
Notes allow you to log summaries or insights that don’t require a direct follow-up. This ensures important context stays connected to the right relation for anyone to reference later. It may be helpful to read the last section of How do I Create an Activity?
3. Attachments
Keep your documents right where they belong by storing them directly with an activity. This ensures files like proposals or presentations remain linked to the interaction they belong to. You can also review How do I Create an Activity? for more guidance here.
4. Reporting: Make your first widget
Widgets turn your activities into clear, actionable insights. Display the information that matters most so you can take action directly from your dashboard. Check out these support articles on widgets:
Tips And Best Practices
Record interactions as soon as possible to avoid losing context.
Keep notes short, clear, and relevant.
Always link activities to the correct relation.
Use widgets to surface what needs attention.
Quick Summary
Recording contact moments helps your team work from the same shared context. It ensures that interactions are visible, documents stay connected, and follow-ups are never missed. By completing this step, you create a clear and reliable activity history that supports consistent communication. You can now move on to email & calendar integration.
Now that you have learned about recording contact moments, let's move to the next step of integrating your email and calendar with Tribe.