Add Touchpoint Dialog Box
A touchpoint is a simple activity, such as a meeting or phone call, that occurs when you touch with a client. When working in many of the hubs, you can add touchpoints for the active record. These touchpoints will then be associated with the record on the Activities tab for that hub. Use the Add Touchpoint dialog box to add a new touchpoint. After you save the touchpoint, you can view it and make changes to it on the Activities tab in the associated hub.
- Related Topics:
- Display the Add Touchpoint Dialog Box
You display this dialog box from the Hubs. - Contents of the Add Touchpoint Dialog Box
The fields that display on this dialog box depend on the Hub in which you are working.
Parent Topic: Fields and Options