How
to Videos-To Videos
Here you'll find some videos that will show you how to best use InTouch
Follow-Up:FollowUp
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The Manager's 5-in-5 Checklist
5 items every manager should check each day... all in under 5 minutes.
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Send a Text Blast Blast (aka aka Broadcast)
Set up and send a text blast to leads and/or members, plus best practices on when to send.
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Add a Lead
Setting FollowUp
Add or edit automated "Day X" email, calls, texts.
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Search
Transfer Staff Leads
Transfer leads, appointments, calls and/or tasks in bulk.
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Schedule a Call
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Schedule Make a Call
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Schedule an Appointment
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Search
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Transfer Staff Leads
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Schedule an Appointment
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Complete an Appointment
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Add a Lead