Video Tutorials

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How-To Videos

Here you'll find some videos that will show you how to best use InTouch FollowUp


 

The Manager's 5-in-5 Checklist

5 items every manager should check each day... all in under 5 minutes.


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.

Setting FollowUp

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



Transfer Staff Leads

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

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