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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- 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.
- Find a Lead Source and click Edit (or Add a New Lead Source)
- Check/Un-Check the Contact Methods that you want this Lead Source to be linked and Save.
- Have staff log out and back in for this change to take effect.
2.2 Ability to change Lead Source
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- Enable this feature for your club under Admin > Club.
- Click Edit
- Change the Lead Source setting from "Cannot be changed" to "Can be changed"
- Staff will need to log out and back in for the change to take effect.
- Find a lead and click on its name
- Click the Lead tab on the left
- Use the drop-down box by Lead Source to change it.
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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