How do I make or record a touch?

From Engage, click on a contact’s name or profile image. This will direct you to his or her Action Center with several action buttons to the right. To record a touch, select the Record icon.

When recording a touch, select the touch type, date of the touch, fill in any notes you want to save about the touch, and then choose Save.

If you chose to use Engage send an email, the touch will automatically record for you.

 

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