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RP1
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01-11-2024
02-01-2024
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Touch point reports
01-29-2024
Hi . We are trying to see if we can do a client touch point report . This report would include who did the reach out , what type of reach out , Date, Etc.Can such a report be done ? If so please include instructions on how to do it.Thank you
Re: Touch point reports
01-30-2024
We would like to do a touch point report that we would be able to track phone calls, texts, emails, visits per customer.