Adding service levels
Service levels group one or more touch types for users based on the servicing level of a contact.
For example, a Gold service level specifies quarterly reviews and monthly proactive touches. When a user applies the Gold service level to a contact, the contact's service model includes the quarterly review and monthly proactive touches.
To add a service level:
You have added a service level.
By default, each touch type is assigned a first touch offset period. You can modify the offset period in the Service Model area.
Related links
Configuring the default offset for an initial touch target date