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A touchpoint is a simple activity, such as a meeting or phone call, that occurs when you get in touch with a client. In many hubs, there is the ability to add touchpoints for the active record. These touchpoints are then associated with the record on the Activities tab for that hub.
To add a new touchpoint to a record:
- In the Navigation pane, go to the Hubs section and select a hub.
- Use the search field above the to find and select the record to which you want to add a touchpoint.
- On the Actions bar, click Add Touchpoint.
- In Date on the Add Touchpoint dialog box, specify the date for the touchpoint.
- Select any associated contacts, projects, or other records for the touchpoint. When this information is specified, the touchpoint is also added to the associated record's hub. For example, if a touchpoint is added to a contract, the touchpoint is also associated with the contact's firm and displays on the Activities tab in the Firms area. Or, if an in pursuit project is specified, the touchpoint is also associated with that project and displays on the Activities tab in the Projects hub.
- Enter any notes about the touchpoint, such as its purpose or the result.
- To add additional information about the touchpoint, click the Add More Activity Information link to display the Activity dialog box.
- Click Save.
Knowledge Base Reference Number: KBA #109700
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