Maintain Touches

Keep accurate records of all touches that you have with any particular contact so that everyone knows exactly what is happening with them.  This short insight will show you how to add a touch to a contact.

1. From the menu, select CRM > Find a contact.
2. Select a contact.
3. In the Touches box, click Add or select a touch from the list.
4. Select a touch type.
5. Select a date / time.
6. Select the contact, who is doing the touch.
7. Click Get Ref or Link to Last Ref*. (Optional)
8. Input some notes about the touch. (Optional)
9. Click Save to finish.

*This is to make it easier to track what person you have made contact with by adding a reference number to the touch.

Maintain Touches Screenshots: