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HOME > LEARN > VIDEOS

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SUBMIT A TICKET




How to

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=GxowBf6HtO0
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Schedule a Call

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

 



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urlhttp://www.youtube.com/watch?v=nGDFZ1_ZlGg
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Search

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urlhttp://www.youtube.com/watch?v=ZjQiBi1jfsA
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Schedule an Appointment

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urlhttp://www.youtube.com/watch?v=5puI_nkeyIc
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Complete an Appointment

 



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urlhttp://www.youtube.com/watch?v=7-iTJaaGOA8
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Add a Lead

 

 

 

 

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