Touch Points introduction
Historical Touch Point Reporting
Your Gold-Vision Administrator can add a section to your screen design for either an Account or a Lead so that Touch Points historically set are visible. This can be particularly useful for account management of a customer or prospect sales engagement. Your Gold-Vision Administrator can simply add a section to their screen design for this reporting – Changing the Screen Design – Adding Sections
You can choose to Add Touch Point reporting to either your Accounts or Contacts. Touch Points will be visible based on the Touch Point Categories you have setup.
Change the view to show by Year by Month or by the current Month and Days.