When you tap on a phone number or email, on your phone or network-enabled tablet-- you'll get to place a call or send an email. And when you're done with your call or email-- EquityTouch© Mobile will prompt you for creating a quick Touch, with all the relevant data filled in for you!
Whenever you create a Touch in EquityTouch© Mobile, your new Touch is pre-populated with as much information as possible, depending on what records you were viewing when you tapped for your new Touch. Our smart Follow-Up fields at the bottom of each Touch edit screen follow along with your changes as you create or edit a Touch, to make scheduling Follow-Ups as easy as possible.
Just tap on a phone number or email to place a call or send an email on your smart phone. And when you're done, just tap the prompt to create a new Touch for that call or email. Don't like typing with your thumbs? We pre-fill everything possible!
Our smart Follow-Up fields at the bottom of each Touch edit screen will help you schedule Follow-Ups for any new or existing Touches.
EquityTouch© Mobile will let your device place a call or send an email, and will be ready to create a new Touch when you're finished!
Our Date-Jump dropdown lets you easily pick a Touch date today, tomorrow, in two days, in three weeks, or in six months. Our Company selectors let you do fast, contextual text searches for Companies, without moving your cursor. Our tabbed Person selectors let you do fast, contextual text searches for everyone in your database, or for People in a specific company. Use an Employee selector for a quick list of everyone in your office.
Here are some Pro-Tips for saving time while logging your Touches:
Don't stop now. You'll be an EquityTouch© Mobile Master with one more page!