InterAction - Frequently Asked Questions
Maintaining data accuracy and integrity within the InterAction product is absolutely essential for any organization. Being a successful Data Steward means that you have attention to detail and possess a passion for data accuracy and standardization. The Advanced Data Steward session takes you, a seasoned Data Steward, beyond the day-to-day tasks of maintaining data and further, into a deeper dive of best practices including the cause and effect of what you do in InterAction. This focus allows you to see more of the administrative side of InterAction and reveals the bigger picture of your actions, as well as encourages a cross-firm dialogue as to how others in your industry use InterAction to its fullest in terms of maintaining data quality.
Topics include:
A Deeper Dive Into Contact Management
- Linking vs. Sourcing
- Contained in/Linked into/Sourced in
- Submit vs. Review & Set as Complete
Ongoing Contact Maintenance – Best Practices
- Build a plan for Data Quality
- Prioritize the Inbox
- Turn off Tickets
New User Onboarding
- New User Contact Data
- Clean up in OL vs. Firm List
- New Contact Rules for New User
- Smart Connect Rules for New User
- Process/Order of Operations
- Conflict Tickets