| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
This section explains the Home Tab of InTouch Follow-Up |
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
Note: The data on My Agenda on the Homepage updates approximately every five minutes.
