To view your touch activity on your dashboard:

  • Log in to your Client Giant account.

  • Click on 'Activity' on the left-hand side.

  • You can see all pending and completed touches on this screen by clicking on the filter on the top right buttons on the screen.

Activity-Stream-w-red-box

Touch Notifications via Email:

Transaction Packages: Members will be notified two days prior to a touch being sent out to your client(s). Members can reply to this email with the desired message.

Client Retention Plans: Members will be notified three days prior to a touch being sent out to your client(s). Members can reply to this email with the desired message.

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