Creating Touchpoints

Option One: Adding Touchpoints from the Contacts Section

1. 1. Select the person(s) that you would like to add a touchpoint to

   

2. 2. From the right sidebar, click on add touchpoint

   

3. 3. Choose the activity type the touchpoint should be

   

4. 4. Add the touchpoint due date and short description

   

5. 5. If this touchpoint has already happened and is complete, mark it as complete.

   This usually applies only if you are adding a touchpoint to a single person.

   

6. 6. Click on Create

   

7. 7. You can view the last activity and upcoming touchpoints in the contact section. To view all touchpoints, you will go to the touchpoints section.

   

Option Two: Adding a Touchpoint from the Touchpoints Section

1. 8. Click on Touchpoints in the left navigation

   

2. 9. Click on Add Touchpoints

   

3. 10. Click on Add Touchpoint

   

1. 11. Add the activity type, contact, due date, and description. Click Create

   

Option Three: Importing Touchpoints In Bulk

1. 12. Click Add Touchpoints

   

2. 13. Click on Import Touchpoints

   

1. 14. Choose to add new touchpoints or overwrite old ones and click start.

   

Option Four: Adding Touchpoints From The App

1. 15. Click on the plus sign on the top

   

2. 16. Select Touchpoint

   

3. 17. Add the Touchpoint Information