Sometimes you want to work with a specific group of contacts, like Sphere of Influence or Past Clients.
The ClientTouch Work Group is where you will group the contacts and complete an action for the group.
1. Find the ClientTouch Workgroup
In myClients, click ClientTouch in the toolbar.
Click the Clear Workgroup button to begin working with a new group of contacts.
(This doesn't delete anyone from your database.)
2. Add Contacts to ClientTouch
There are 2 ways to add contacts to ClientTouch:
- Select contacts from the Contact View or
- Select a group of contacts that are part of a Source, Flag or Category.
First, let's learn how to Select Contacts from the Contact View
The Contact List has a column with a grey icon next to each contact record. This tells you which contacts are in the Client Touch workgroup.
Gray - not in workgroup. Green - in workgroup.
***If you don't see the In Client Touch button in your contact list see: Add In Client Touch to Contact View.
Locate a contact that should be part of the group you're creating and click the grey icon. It will turn green, that contact is now part of the ClientTouch workgroup.
Notice the Client Touch # update in the toolbar.
Here, on the Actions Tab, you can complete an action for your group. The lower part of the page provides more information about your group.
Next, let's learn how to add contacts that are already part of a Source, Category, or Flag.
Click the Add Contacts tab to add a group to the workgroup.
(You can also click the Add Everyone button to add everyone in your database to the workgroup.)