Personal Touchpoint - Incorporating something you learned about the person into the next interaction., Educational Touchpoint - Contacting someone with the intention to share more about OSH and answer any questions they may have., Informational Touchpoint - Reaching out to remind someone that opening is coming up and they will soon be able to schedule., Invitational Touchpoint - Contacting someone to let them know of an upcoming event and see if they would like to attend/RSVP., In Salesforce in the Lead's Activity Section - Where we document all touchpoints, Log a call - When we are documenting something that already happened that we hadn't planned., Open a task - When we have a future touchpoint we intend to make., Close a task - When we complete an intended touchpoint., OE Command Center - Where our tasks due today show up., Action #4 My Open Tasks: Overdue/Due Today (OE) - The specific dashboard we can expect to find these touchpoints on the day they are to be completed.,

Touchpoints and Workflows

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