Add A Touchpoint

1. In the sidebar, click on Active Clients
2. In the row for an Active Client, click on the 3-dot More menu

3. Click one of the following actions:
   • Snooze Until Later: if you want to Snooze them for 2 days (the Active Client's Contact By date is pushed back 2 days).
   • Dismiss Active Client: if you prefer not to do anything right now on this Active Client
   • Get in Touch: if you made a connection (call, email, text)

4. If Get in Touch, the opportunity to create a Touchpoint appears. Enter the Contact Method, an optional Note, an optional Task Title.

With Touchpoints, it's an easy way to remember to stay in touch with current or future clients