Maintain Touch Categories

Touches are used in ConvallisCRM to represent how you make contact to your contacts, such as e-mail, telephone, meeting etc.

  1. From the menu, select Administration > Maintain Contact Lists.
  2. Click the Touch Categories tab.
  3. At the bottom of this list, there is a insert box.
  4. Type in a name for the category.
  5. Click Insert.

Maintain Touch Category Screenshot:

Maintain touch function box screenshot.