Homepage

Owned by Caitlin Tupper
Last updated: Jun 09, 2017
1 min read

The Home tab 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.