This guide covers how to use the Touchpoints feature in Terial's CRM to log and track ongoing communication with a Company, Property, or Contact. Touchpoints help your team keep a connected thread of communication across all related records, providing full context for client servicing and follow-up.
Video Tutorial: Watch this short video to master tracking Touchpoints in the CRM.
Tracking Touchpoints in the CRM
Step 1: Scroll to the bottom of the Company, Property, or Contact page and select the Touchpoints tab. Click New Touchpoint.
Step 2: Fill in the following fields: Type (e.g., Call, Email, Meeting), Company, Property, Contact, Subject, Text (summary of the conversation or notes), then click "Save."
Adding a Follow-Up Task
Looking Ahead: You can also add a follow-up Task directly from your Touchpoint to keep track of next steps or reminders. See the How to Create & Assign Tasks article for details.
Viewing and Managing Touchpoints
Step 4: View and manage Touchpoints from the Touchpoints tab on any Company, Property, or Contact record to see a full history or add additional entries.
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