Never miss an opportunity to connect and demonstrate just how important your customers and prospects are to you by utilizing our "Stay in Touch" feature.
This feature offers a dynamic way to stay top of mind with your most valuable contacts!
Who do I use this for?
Use this feature for any contacts you have that you want to keep in touch with on a recurring basis, i.e. someone you want to contact weekly, monthly, quarterly, or yearly.
How does it work?
On a contact, go to the dropdown arrow next to "Stay in touch reminder" and set a time interval for when you would like to keep in touch.
Once you select an interval, the icon will shift to green, yellow or red, depending on your last interaction date. The clock will update automatically when you interact in the following ways:
Viewing "Stay in Touch" reminders from the List-view
On the Contacts tab, you will see all of your reminders on the left-hand side in the "Stay in Touch" filter.
You'll see a list of contacts with the most "out of touch" contacts at the top.
Does it update based on my communications?
Yes. Once you send a message to your contacts, the "Stay in touch" reminder will reset to the original interval you set.
What if I want to turn off the reminder?
You may turn off the reminder by going back to the contact record, then select "No Reminder".