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venessa
Contributor ⭐️
January 30, 2023
Question

What are "touchpoints"?

  • January 30, 2023
  • 3 replies
  • 151 views

I ran a report today which showed me the number of touch points  with clients in 90 days and 365 days. By “touchpoints” do we literally mean any type of timeline activity (i.e. not just meetings and emails)? 

3 replies

rachelhibbardtmo
Contributor ⭐️⭐️⭐️⭐️
January 31, 2023

Can you share more details about the report? Like the object and fields used?

venessa
venessaAuthor
Contributor ⭐️
January 31, 2023

The object was Client Aggregate Data and the fields are pasted below. It’s “Touches Last X Days” I need some clarification on.

 

Revant
Contributor ⭐️⭐️⭐️⭐️
February 1, 2023

@venessa looks like this object could be prepared by a Data Designer. I would recommend you check Data Designer with the name “Client Aggregate Data” that would help you know more about those fields.

Revant A | CS, CS Ops Leader | xGainsight