Keep in Touch Coach

The “Keep in Touch Coach” is a Dashboard widget that will automatically tell you which contacts to reach out to next based on each contact’s Status, and the Keep in Touch frequency set for each Status.

To turn on and configure the Keep in Touch Coach, see Setting Up Your Keep in Touch Options.

Once your Keep in Touch Coach is turned on, the widget will appear at the top of your Dashboard.

When it’s time to reach out to a contact, the Coach will present a ‘contact card’ that includes all of the contact’s most important relationship information right at your fingertips:

• Contact name and spouse name (clickable to go to the Contact Profile)
• Main contact picture (from the contact’s Social Intelligence tab)
• Phone numbers and primary email address
• Status
• Prospect Type
• Assigned Groups
• Last Prospecting Activity
• Last Note

You can filter by a selected Status if you want to prioritize contacts only in that Status.

You can ‘action’ each contact by:

• Entering a Prospecting Activity
• Updating the contact’s Status
• Entering a Quick Task
• Selecting an entry from the “Snooze” list in order to have the contact re-appear in the selected number of days

The Coach automatically resets a contact’s Keep in Touch frequency each time you enter a Prospecting Activity.

Note  The Keep in Touch Coach feature has also been added to our Mobile app, so you can reach out to the right contacts at the right time from anywhere.