Relate a Touchpoint to Multiple Accounts

Planned

Lindsey Appleby

• March 15, 2021 20:48

This comes up for my team often as we often have touchpoints with more than one account at a time, so we would love the ability to relate a touchpoint to more than one account. Currently we have to copy and paste the touchpoint across multiple related accounts. 

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  Andrew Pargoff

  • March 25, 2021 15:46

  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

  • March 25, 2021 15:46

  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

  • March 25, 2021 16:02

  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

  • August 26, 2021 22:53

  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

  • August 27, 2021 13:34

  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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