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  2. Touch Points (formerly CRM)

Touch Points (formerly CRM)

Build relationships with targets and stakeholders.

  • Set Up Midaxo/Outlook Plug-In
  • Log an Email with the Midaxo/Outlook Plug-in
  • Log an Email in Touch Points
  • Touch Points Notifications
  • Add a Contact
  • Add a Tag to a CRM entry
  • Record Meeting/Call Minutes
  • Add a Note to a Project
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