The touchpoint history of an account helps you keep track of every action you've had with this customer in order to nurture, save, or engage with the customer.
Record a Touchpoint
There are two places in the UI for you to manually record a touchpoint for your accounts:
In the account details page, click "Add Touchpoint" on the page header.
Or click "Add new" in the navigation bar and record an account Touchpoint from there.
Add a Touchpoint
When adding a Touchpoint, you need to select a date for when that interaction happened, the type (e.g. email, phone, in person etc.) of this interaction/touchpoint, title, and the contact person (optional) for this interaction.
After a touchpoint is added, it will be saved in the "Timeline" section under the customer’s account details page.
Search a Touchpoint
You can search for a touchpoint using the search box located on the top right of the Account Details - Timeline page. Simply type a search term (which can be anything from the contact’s name to the touchpoint details) and a list of touchpoints that contain the search term will be returned.
