View and Update Touchpoints for an Opportunity

Use the Activities tab in the Opportunities area to view and update a list of touchpoints (a simple activity such as a meeting or a phone call) for an opportunity.

The Touchpoints grid on this tab displays the touchpoints that currently exist for the opportunity. Along with touchpoints created in the Opportunities area, the grid may also list touchpoints created in the Companies area or Contacts area that are linked to the opportunity. In addition, this grid displays activities of any type, other than milestones, that have been created for the opportunity in Ajera CRM. You can edit any of the activities in this grid, regardless of its origin or type, and you can add new touchpoints. (You can also add a touchpoint for an opportunity by clicking on the Opportunities toolbar.)

If custom grids or fields are defined for the Activities tab in Ajera CRM (Configuration > General > User Defined Components), those grids and fields display below the Touchpoints grid. As with standard grids and fields, you must make entries in any required columns and fields.

To view and update touchpoints for an opportunity, complete the following steps:

1. Click to go to the Opportunities area.
2. Use the search field immediately above the opportunity title to select the opportunity.
3. Click the Activities tab.
4. To add a touchpoint, click + Add Touchpoint below the Touchpoints grid.
5. To enter or change a touchpoint date, enter the date in DATE, or click and select the date on the calendar.
6. To enter or change the contact for a touchpoint, type one or more characters from the contact name (first, middle, last, or preferred name) to select from a list of contacts whose names contain those characters, or click to select from the full list of contacts. (You can also search for a first name - last name or preferred name - last name combination.)
7. In NOTE, enter any additional information for the touchpoint.

   Click in NOTE if you want to apply special formatting (bold, color, and so on) to the note or if you want to display the complete text of a longer note.

8. If the opportunity is associated with a Kona space, you are a member of that space, and you want to create a task in Kona related to the touchpoint, do the following:
   1. Click near the end of the row to open the Create Kona Task dialog box. (If you receive a message indicating that you must save the touchpoint before you can create a task for it, click anywhere outside the touchpoint's grid row to save it, and then click .)
   2. In TASK NAME, enter a name or description for the task.
   3. In ASSIGNEE, specify the person to whom you want to assign the task. To display the full list of space members, click in the field. To search for and display a list of space members with names (first, middle, last, or preferred names) that contain a specific sequence of characters, type the characters in the field and pause.
   4. If there is a date by which the task should be completed, either enter the date in DUE DATE, or click in the field and select the date on the calendar.
   5. Click Create.

   If a Kona task has already been created for the touchpoint, click to display a tooltip containing the task name, who it is assigned to, and the due date. You can also click the task name in the tooltip to open Kona and go to the task.