The Homepage

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.