The Touch Tracker (located on the Scoreboard page) is a way to track the exact type of touches that you recorded through adding activities in a given week. Click here to go to your Touch Tracker.
Types of Touches
These are the types of "touches" that you can track when you record an activity:
Event
Face-to-Face
Phone Call (Inbound)
Phone Call (Outbound)
Video Call
Email
Gift/Card
Social Media
Text
Voicemail
1.Quick Add a Touch Type to an Activity
You can quickly add a specific touch to an activity by clicking on the "+" icon next to any touch type. A modal will appear after entering the details click "save" for adding an activity with the touch type already selected.
2.View Activities for a Touch Type
You can quickly view all activities for a touch type in a given week by clicking on the Progress Bar. A modal will appear displaying all of the activities that were added in a given week for that touch type.
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3.Show Activities for a Different Week
You can change the activity history tracker to show activities for a previous week by using the date filter directly above the list. After you've selected a date, click on "Filter." The entire Scoreboard will update with activities from the week that was selected.
And that's how you use the touch tracker.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform, or by asking our team on Facebook.
- 90-Day Sales Support