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