Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Homepage

This section contains information on...

 

...

The Homepage is your starting point when using InTouch. It provides a snapshot of: 

    • My Agenda: Appointments, calls and tasks scheduled for the day
    • Incoming Leads to be Assigned from your Club’s Website, Facebook page, and inbound text messages
    • My [Month] Opportunities: New Leads, Referrals, and Walk-­Ins entered plus your sales for the current month
    • What’s Happening: A staff message board 

...