Copy Option - Touchpoints

Christie Strickland

• February 10, 2021 18:47

I love the new Move option for a touchpoint, however, a Copy option would be an excellent additional as well, so you could copy the entire touchpoint and have it show up on more than one account or opportunity.  

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  Lindsey Appleby

  • February 25, 2021 15:56

  Yes! My team has touchpoints with accounts that are related and the ability to copy more than one account on a touchpoint would be great. Right now we are copy/pasting which is inefficient. 

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