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1. Product Release Information

Product

InTouch Follow-Up

Release number

5.20.0

Release date/details

Tuesday 7 May at 9:20pm PDT:   Click here to see this in your local time

Possible downtime of up to 45 min

Contact

For more information, please contact support@intouchfollowup.com

2. New Features

2.1 Lead Sources filtered by Contact Method

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  1. Go to Admin > Lead Properties > Lead Sources. You will see on this main page that an additional column has been added: Linked to CMs. This let's you quickly view which Contact Methods each Lead Source is linked with. 
  2. Find a Lead Source and click Edit (or Add a New Lead Source)
  3. Check/Un-Check the Contact Methods that you want this Lead Source to be linked and Save.
  4. Have staff log out and back in for this change to take effect.
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2.2 Ability to change Lead Source

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  1. Enable this feature for your club under Admin > Club. 
  2. Click Edit
  3. Change the Lead Source setting from "Cannot be changed" to "Can be changed"
  4. Staff will need to log out and back in for the change to take effect.
  5. Find a lead and click on its name
  6. Click the Lead tab on the left
  7. Use the drop-down box by Lead Source to change it.
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2.3. Multi-Club Lead Source Reports

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Multi-Club Reports are available for clubs on the Pro Version. For more information about the Pro version contact sales@intouchfollowup.com. 

3. Enhancements

2.3 Lead Source Reports

To enable the new Multi-Club Lead Source Sales Report we have rewritten the single club Lead Source Sales Report. The report shows the same data as the old report it just looks a little different and has the following 2 additions: 

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