Add a TouchPoint

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  1. The quickest way to add a TouchPoint is right from your WordPress Dashboard. Here, the Quick Add TouchPoint Dashlet provides the most commonly used fields.
Go to Contact Record

2 (If you need the more detailed options, go to the People Dashboard.)

3. It might save time to search for the name, using the  search box.

Search for Contact Record

4. Click on the  Add TouchPoints button.

Add TouchPoint from Contact Record

5. Select what type of TouchPoint you are scheduling.

Select Type of TouchPoint

6. Enter a description.

Enter a TouchPoint Description

7. Select a  Start Date.

Select a TouchPoint Date

8. Add a  Start Time.

Add TouchPoint Start Time

9. If needed, add an  End Date and Time. (However, notice that these are not required fields.)

10. Choose the  Status of the item.

Set TouchPoint Status

11. Add extra details or upload a file as desired. Then  Assign this task to someone on your team.

Assignee.png

12. Scroll up and click on  Create.

Create.png

13. Your TouchPoint assignment will be saved and appear at the top of your screen.

Saved Touchpoint.png

14. If you notice that you need to change something, just scroll down from here, make the changes, and click  Update.

15. If you have already left this screen and want to change something, just go to the  People or TouchPoints Dashboard and Open the TouchPoint to edit it.

Edit TouchPoint

16. Once a TouchPoint has been completed, go to the  Status field and mark it Complete. Or use the Cancel status. (Notice on the TouchPoints list, jobs that have been canceled show no status at all. Completed jobs have a check mark. Pending jobs show a clock.)

TouchPoint Statuses
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