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How to add someone to an activity card

By | 2018-09-25T12:03:45-04:00 August 30th, 2018|

It is possible to add another user to an activity card or assign an activity card to someone. Create the activity card and click save. Open the activity card you just created and click the + on the top far right of the card. Begin typing the name of who you want to be added to the card and click save and then close.

Administration email auto logger setup

By | 2018-09-25T12:29:49-04:00 August 30th, 2018|

Before individual users can authorize their email auto logger a few steps must be completed in the Administration Panel, on the far right upper corner drop down Once in Administration: -Create a lane -Title it exactly  closed - email touchpoints -Lane state should be Closed Add an activity type titled Account Email   Add a custom attribute in the Account custom attribute section Title it : Email Tag   Go to the attribute layout on the left [...]

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How to log a phone call

By | 2018-09-25T12:30:53-04:00 August 28th, 2018|

Logging a phone call is as easy as logging an activity card as a touchpoint. You can find this icon on the bottom right screen of the activity dashboard. Begin typing the name of the contact you spoke with and choose the appropriate Phone Call Touchpoint in the activity type section.  Fill out the rest of the activity card and click save.

What is a touchpoint?

By | 2018-09-25T12:31:33-04:00 August 28th, 2018|

Touchpoints are Activity Cards that are specific Activity Types where you have direct contact with the customer. These activity types are chosen in Administration and must be specifically checked as Touchpoints upon creation to track them on the Account level and in Analytics. Common touchpoints : Account eMeeting Account On-Site Meeting Account Phone Call Account Email Account QBR Account Renewal Learn how to filter touchpoints here

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How to log an activity card

By | 2018-10-03T14:51:21-04:00 August 13th, 2018|

To manually log/create an Activity Card, click the following icon at the top of any swim lane on the Activity Dashboard You can also quickly log a touchpoint using this icon   Activity Dashboard If you are locked onto an account the account will auto-populate in the activity card; otherwise, you can search for the account by typing in the account name. You are also required to choose an activity type and either associate [...]