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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 [...]