Add a Touchpoint to a Record

A touchpoint is a simple activity, such as a meeting or phone call, that occurs when you touch with a client. When working in many of the hubs, you can add touchpoints for the active record. These touchpoints will then be associated with the record on the Activities tab for that hub.

To add a new touchpoint to a record:

1. In the Navigation pane, go to the Hubs section and select a hub.
2. Use the search field above the to search for and select the record to which you want to add a touchpoint.
3. On the Actions bar, click Add Touchpoint.
4. In Date on the Add Touchpoint dialog box, specify the date for the touchpoint.
5. Select any associated contacts, opportunities, or other records for the touchpoint. When you specify this information, the touchpoint is also added to the associated record's hub. For example, if you add a touchpoint for a contact, the touchpoint is also associated with the contact's firm and displays on the Activities tab in the Firms area. Or, if you specify an opportunity, the touchpoint is also associated with that opportunity and displays on the Activities tab in the Opportunities hub.
6. Enter any notes about the touchpoint, such as its purpose or the result.
7. If you want to add additional information about the touchpoint, click the Add More Activity Information link to display the Activity dialog box.
8. Click Save.