Touchpoint Reason - Automatic and Default to

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3 comments

  • Vijay

    Blake, can you clarify this a little more? What did you mean by default tp reason based off splay task?

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  • Blake Culberson

    When closing a task under a successplay for an account - "Add Touchpoint Reason" hyperlink is an option. If certain tasks within a successplay will only be one type of Touchpoint Reason, it'd be great to automate that so that defaulted to the desired touchpoint reason automatically. Currently you have to manually select the touchpoint reason time when closing a task. 

    EX: SuccessPlay - Business Review (5 tasks)

    Task 1 - Schedule Business Review -> automated touchpoint reason to be "Business Review Prep/Follow Up"

    Task 2 - Prepare Business Review -> automated touchpoint reason to be "Business Review Prep/Follow Up"

    Task 2 - Conduct Business Review -> automated touchpoint reason to be "Business Review Meeting Conducted"

    Task 3 - Send Business Review Recap -> automated touchpoint reason to be "Business Review Prep/Follow Up"

     

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  • Vijay

    Blake, we added functionality to make touchpoint reasons mandatory. I know that's not what you asked here but just wanted to mention it.

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