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HOME 

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SUBMIT A TICKET

How to

 > LEARN > VIDEOS




How-To Videos

Here you'll find some videos that will show you how to best use InTouch Follow-Up.

 

FollowUp


 

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urlhttps://www.youtube.com/watch?v=lYpNToxvlH8&feature=youtu.be
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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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urlhttp://www.youtube.com/watch?v=IgrKpf1Zw8M&feature=share&list=PL6vF5uVSuZwVm8XUfHebFoRnDLXtM1Hle
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Send a Text Blast (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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urlhttp://www.youtube.com/watch?v=xttiJrQjgGg
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Setting Follow-UpFollowUp

Add or edit automated "Day X" email, calls, texts.



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urlhttp://www.youtube.com/watch?v=EMzlDKuAEkA
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Transfer Staff Leads

Transfer leads, appointments, calls and/or tasks in bulk.

 

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urlhttp://www.youtube.com/watch?v=7-iTJaaGOA8GxowBf6HtO0
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Add Schedule a LeadCall

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urlhttp://www.youtube.com/watch?v=GxowBf6HtO0UalAAHdY-Pc
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Schedule Make a Call



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urlhttp://www.youtube.com/watch?v=UalAAHdY-PcnGDFZ1_ZlGg
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Make a CallSearch

 

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urlhttp://www.youtube.com/watch?v=nGDFZ1_ZlGgZjQiBi1jfsA
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SearchSchedule an Appointment

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urlhttp://www.youtube.com/watch?v=ZjQiBi1jfsA5puI_nkeyIc
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Schedule Complete an Appointment



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urlhttp://www.youtube.com/watch?v=5puI_nkeyIc7-iTJaaGOA8
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Complete an Appointment

 

 

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