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: 

  1. In the account details page, click "Add Touchpoint" on the page header. 

  2. 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.