Add a Touchpoint for a Company

Click on the Companies toolbar to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed company. You can also add a touchpoint for the company directly in the grid on the Touchpoints tab, and you can view or edit all touchpoints for the company in that grid.

A touchpoint that you add for a company is also associated with the contact, and it displays on the Touchpoints tab in the Contacts area for that contact. If you specify an opportunity, it is also associated with that opportunity and displays on the Activities tab in the Opportunities area.

To add a new touchpoint for a company, complete the following steps:

1. Click to go to the Companies area.
2. Use the search field immediately above the company name to select the company.
3. Do either of the following:
   • Click on the Companies toolbar.
   • Click + Add Touchpoint below the grid on the Touchpoints tab.
4. In DATE, either enter the date for the touchpoint or select the date on the calendar.
5. In CONTACT, specify the contact for the touchpoint.
   • To search for and display a list of contacts with names (first, middle, last, or preferred names) that contain a specific sequence of characters, type the characters in the field and pause. (You can also search for a first name - last name or preferred name - last name combination.)
   • To display the full list, click at the end of the field.
   • If the contact has not yet been added in Deltek CRM, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact.
6. In OPPORTUNITY, specify the opportunity with which the touchpoint is associated.
   • To search for and display a list of opportunities with titles that contain a specific sequence of characters, type the characters in the field and pause.
   • To display the full list, click at the end of the field.
   • If the opportunity has not yet been added in Deltek CRM, you can click + New Opportunity at the bottom of the selection list to display the Add Opportunity form and add the opportunity.
7. In NOTE, enter any notes about the touchpoint (purpose, result, and so on).
8. If the touchpoint is associated with an opportunity for which a Kona space has been created, you are a member of that space, and you want to create a task in Kona related to the touchpoint, do the following:
   1. If you are adding the touchpoint in the Add Touchpoint dialog box, select Create Kona Task. If you are adding the touchpoint directly in the Touchpoints grid on the Activities subtab, hover over the touchpoint's row and 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. If you entered the Kona task information in the Create Kona Task dialog box, click Create.
9. If you are adding the touchpoint in the Add Touchpoint dialog box, click Add.

   If you are adding the touchpoint in the grid on the Touchpoints subtab, your entries are saved automatically when you move the focus off of that row.