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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 [...]