Back in 2018 the HeavyBid team rolled out this new module. It has gone through a few more updates so I thought I would assemble videos on the subject. If you are not using any 3rd party system now for tracking communications this is a good option to start with.

LINK This is the first video put out on the module

LINK This is a video done a few years later after the initial release. It was a webinar.