Adding a Touch Point to (Follow up Task)

Allows you to quickly create a follow-up task from the Dashboard as well as in the main contacts screen.

Step 1: Inside of a contacts information screen, click on SET FOLLOW UP.

touchpint 1


Step 2: You will have the ability to select a follow up method, due date, priority and assign the task to someone. When done click SAVE. Once the follow up task is saved, you can view the task under the touch points section in the dashboard.