Keep In Touch
In this tutorial we will explain how to use the Keep in Touch Birthday event. The Birthday event is a special Keep in Touch event with options specifically designed to commemorate contact birthdays.
Learn how to assign Keep In Touch Call events to individual contacts. Use these pre-loaded events to schedule ongoing regular communications that are vital to maintaining strong client relationships.
This tutorial explains how to create a Global Keep In Touch event to manage an event that is assigned to a group of your contacts. A client appreciation party is an example of an event that can be managed using Keep In Touch.
Using the Birthday KiT Event
Using Keep in Touch Call Events
Creating a Global KiT Event
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