Which are the indirect touchpoints in Vtiger CRM?
Touchpoints are categorized as direct or indirect based on the type of interaction with the customer. Documents and cases are considered indirect touchpoints as they do not involve direct interaction with customers.
Documents shared with the contacts and organizations related to a deal are logged in the Documents widget. You can also add documents under the widget by using the ‘+’ button.
Cases are complaints registered by customers. Cases related to a deal’s contacts and organizations are listed in One View. Sales reps can view the required details related to a case here.
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