FieldNotes Ai

Have you ever forgotten to connect with your contacts? After a while, you simply lose your relationship with them? At that point in time, your client that you had a good relationship from the start now becomes cold. Let's fix this problem and allow your Fieldnotes CRM to remind you of it. With our TouchPoints feature, you set your goal on how many contacts you reach out to each week and Your CRM will remind you to reach out to those contacts. 

Setting Up TouchPoints

Here's how to help you get started on using TouchPoints:

A.  Navigate to Settings (under your name in the upper right-hand corner)

And configure your Touchpoint setting by:

1. Enable the feature

2. Set the weekly goal on how many contacts you are going to reach out to each week.  

3. Based on the relationship status, determine the frequency in which you want to reach out to each category of contacts.  See the example below.  (Tip: If there is a category that you don't need to reach out to, simply set it to 0)

Once you have done this step, that's it!

Using TouchPoints

Once you're set up, you will get a weekly email of all the suggested contacts each Monday.  This is the list for the week.  

You can also access the list of contacts by navigating to Engagement > TouchPoints on the menu.

If you have any questions, email us at support@fieldnotes.ai. 

As you contact each person, (1) you can check it off and (2) add your notes at the in the quick view for any of those contacts.  (3) You also have the option to skip the contact.  The system will have some additional contacts for you to connect in case you want to skip some contacts but yet, hit your weekly contact goal!

If you want to review reports for past week's performance, you can go back to Reports tab.  You can go back to continue to monitor your progress by selecting the date.

Pro Tip:  If you have a contact that you want to keep track against the TouchPoints goal, you can add your note and check the box.  This allows you to track your conversations towards your weekly goal.