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Sales Staff Cheat Sheet

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HOW TO SEARCH

1. Click in the Search bar on the left side of the screen above Quick Links
2. Begin entering in a first name, last name, or even phone number
3. Use the blue bar to search through Leads, Agendas, Members or Sales

ICONS: Lead lifecycle icons can also be found at the bottom of the Opportunities screen

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Add a New Lead

Use the Quick Links Menu

-If an existing member referred this lead, use Referral Lead

-For new phone inquiries, use Telephone Lead

-For all others, use New Lead

Book an Appointment

Find the Lead or Member (see Add a New Lead or Search). Use the Actions button to Schedule Appt

Complete an Appointment

If a lead joins directly from your tour, you can use the Action button and select Make Sale.

For all other appointments:

1. From the Agenda Tab, move your cursor over the Action button and click Showed-Up
2. Enter notes then click Save
3. Review What’s Next in the Follow-Up box then click Continue

Reschedule an Activity (ie: Call, Tour, Task)

1. From the Agenda, use the Action button to click Reschedule
2. For calls/tasks: Click the new due date then click Reschedule. 
   For appts: Select the new date/time then click Reschedule.

Move Someone to a Trial: Find the lead, click on their name, and select Move to Trial at the bottom of the contact screen.

Mark Someone as Not Interested: Find the lead, click on their name, and select Not Interested at the bottom of the contact screen.

Return a Lead to Interested Status: If someone comes back and decides they are interested again, find the lead, click on their name, and select Interested at the bottom of the contact screen.

Drop In Tour (An existing lead that comes in for a tour without an appointment)

Find the lead, click on their name, and check Mark as Drop In

Make a Sale

1. Click Make Sale (see places to Make Sale in following section)
2. Enter any additional contact information and click Make Sale
3. Select the Retention Follow-Up Member Owner using the drop down box and Click Next
4. Book Orientation then Click Schedule or Click Skip
5. Add PT Lead or Sell PT or click Skip
6. Add Referral Lead or Skip
7. Click Finished

Places to find Make Sale:

1. From the Agenda tab (for existing appointments)
2. From the Search bar
3. From the Opportunities Tab
4. From the Follow-Up box (after completing a call, appointment or task)

Expire a Member:

1. Find the member under Search or the Members Tab (make sure it has the blue member icon!)
2. Click on the members name
3. Click Expire Member

Calendar Views

Calendar views default to show All Appointments. To switch this view to see All Appointments, click on All Appts in the top right and then click Open Appts.

To Set Your Schedule

Select the Calendar Tab, then the Set Schedule Tab
Click on the day to add availability or click an existing green block to edit. Use arrows to change times and then click Save.

To copy an existing week’s schedule: Click Copy Week, use the arrow buttons to move to the desired week to which you wish to paste the schedule, click Paste Week

Block Your Calendar

1. Go to the Calendar tab and make sure My Calendar is selected
2. Click on the date and starting time you wish to block
3. Select Block My Calendar as the Appointment Type

Where to Get Support

Click the HELP button from within your InTouch site or go to www.InTouchFollowUp.com/support

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