Relate a Touchpoint to Multiple Accounts

Planned

Comments

5 comments

  • Andrew Pargoff

    This is quite common to have conversations that cover an entire group as opposed to an individual store. This feature would help us save time and be more efficient!

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  • Zac Herman

    I completely agree with Lindsey! This would be a great time saver and insure the touchpoint always gets logged on all of the accounts it needs to be instead of just one of them. 

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  • Mitch McCaige

    Cross Tracking touchpoints on multiple accounts would not only ensure accuracy of our follow ups, but also allow for better internal/external responses (ie, every downstream conversation funneling to the same origination point).

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  • Vijay

    Hello Everyone,

    Do you mean when you create a touchpoint on 1 account you want the same touchpoint to be created across all the accounts in the hierarchy? Do you always create touchpoints across your entire account hierarchy?

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  • Zac Herman

    Hey Vijay!

    Not necessarily all of the accounts. In some cases it might be all, but more frequently it would just be a select few. In my case, there are a few accounts within the hierarchy that I could be meeting with at one time. The touchpoint needs to be applied to let's say 3 of the 20 accounts within the hierarchy, so today I copy the notes from one and paste them into the other 2 separate touchpoints. 

    The same would apply for a task. I may have a meeting with the corporate team that would end in an action item for a handful of the accounts, but probably not all of them. In this case, I am having to create the same task for each account in the hierarchy. 

    Feel free to reach out if you have any other questions on this!

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