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Tasks & Touchpoints

Capture interactions with your customers and assign work that needs to be done on an account

  • Understand touchpoints
  • Understand tasks
  • Understand flows
  • Create and manage touchpoints
  • Create touchpoints from email
  • Create touchpoints from Gmail (Touchpoint Connect)
  • Create touchpoints from Outlook (Touchpoint Connect)
  • Create and manage tasks
  • Connect your Google mailbox with Totango
  • Connect your Google calendar to Totango
  • Connect your Outlook calendar to Totango
  • Connect your Microsoft Teams profile to Totango
  • Run a manual SuccessPlay
  • Use case: Touchpoint reporting and flows
Revenue on repeat
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