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How to add someone to an activity card

By | 2018-08-30T15:07:57+00:00 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. There are no notifications to alert someone they were assigned a [...]

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How to set up email auto logger in admin

By | 2018-08-30T14:40:43+00:00 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 do I log a phone call?

By | 2018-08-28T16:24:09+00:00 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 | 2018-08-30T15:53:10+00:00 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

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How do I log an activity card?

By | 2018-08-28T15:01:42+00:00 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    

How to filter the Activity Dashboard

By | 2018-08-28T14:56:53+00:00 August 13th, 2018|

This filtering is done by clicking on the below icon on the top lefthand corner of the Activity Dashboard: Simply click "Add Filter Activities" and select the attributes you'd like to filter on. We recommend starting with "Assignee." and adding your name to the filter; this way you are only viewing your work. You can also save as many personalized filters as you wish, simply click "load" when you want to use the filter in [...]