Touchpoints are created for the Deal instead of the Buyer or Co-Buyer
gathering votes
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Nicholas Atkinson
When a touchpoint is created it is set for only the primary buyer. If for example, the Co-Buyer reaches out to you and you want to keep communicating with them it does not clear the task. Just make it so the touchpoints clear if either buyer or Co-Buyer are contacted etc.
Shawn Goebel
gathering votes
Shawn Goebel
Nicholas Atkinson Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request! Thank you again and have a great day!
Shelby Parker
Hey Nicholas Atkinson, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on how you envision the touchpoints for co-buyers to work? Should they be completely separate or linked to the primary buyer's touchpoints?
- What specific actions should clear the touchpoint task for co-buyers?
- How would you like the system to handle situations where the primary buyer and co-buyer have different touchpoint tasks?
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Nicholas Atkinson
Shelby Parker
They should be the same task. The only thing you need to change is that contacting somebody who is listed as a co-buyer clears the touchpoint with the primary buyer.
The problem I have often is that I am in communication with the Co-Buyer but the system still creates tasks for the primary buyer that I can't easily clear. I don't want to have to contact, for example, the husband while the wife and I are already texting back and forth.