Administration

Alerting & Workflow

Touch Point Alert

Create an Alert based on a Touch Point score for Account, Contacts or Leads.

Example: when a Touch Point score raises over a certain value alert the owner so they can follow up swiftly.

Note – this option is only available with Marketing Automation.

Tip

Tip: Use Touch Point Alerting to add ‘hot’ leads to a Campaign source for a Lead Nurture Campaign


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