🤝Custom Interaction Types

Customize Mogul by adding custom interaction types, making it yours.

The Custom Interaction Type Editor

By default, Mogul has a few set interaction types such as "Phone Call", "In Person Meeting" to help you categorize your interactions. Very similar to the custom fields editor for people, the custom interaction type editor lets you modify/add interaction types to Mogul.

You can access the editor by clicking the "Customize options" button when selecting an interaction type or via the settings page by clicking the "Customize Interaction Types".

Get to the interaction editor via the interaction type selector

You have the ability to modify existing types as well as add new ones through the editor.

Interaction Type Editor