Prospects assigned to ‘Social Touch’ will be displayed in the To Do » All & Social tabs for manual execution.
Below you can find how to execute the Social Touch:
- In the To Do » Social tab, click on the Social icon (under the Action column) to the right of the prospect to whom the touch is to be executed.
- After the Complete Touch - Social window will be displayed, enter the information in the Comments field.
NOTE: Social Touch can only be executed one prospect at a time.
- Click Complete Touch to save the information and close the window. After you have completed the touch, an alert message will be displayed.
- The metrics for the Social Touch will be updated in the View Cadence window » Overview tab of the respective Cadence
Please contact Koncert Support for any questions at email@example.com or 603-952-2505.