The fields that display on this dialog box depend on the Hub in which you are working.
| Field | Description |
|---|
| Date
|
Specify a date for the touchpoint.
|
| Contact/Opportunity
|
Select any associated
contacts,
opportunities, or other records for the touchpoint. When you specify this information, the touchpoint is also added to the associated record's hub. For example, if you add a touchpoint for a
contact, the touchpoint is also associated with the
contact's
firm and displays on the Activities tab in the
Firms area. Or, if you specify an
opportunity, the touchpoint is also associated with that
opportunity and displays on the Activities tab in the
Opportunities hub.
|
| Notes
|
Enter any additional information that has been entered for the touchpoint. To add or change a note for a touchpoint, click anywhere in the field and enter the text.
|
| Add More Activity Information
|
If you want to add additional information about the touchpoint, click the
Add More Activity Information link to display the Activity dialog box. Use this dialog box to schedule, copy, delete, and modify activities for your hub records. These activities are added to your hub records on the Activities tab within each hub and on the Calendar.
|
