/
Video Tutorials

Video Tutorials

HOME > LEARN > VIDEOS

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.

Schedule a Call

Make a Call



Search

Schedule an Appointment

Complete an Appointment



Add a Lead





Related content

About InTouch FollowUp
About InTouch FollowUp
More like this
1. Getting Started
1. Getting Started
More like this
Homepage
More like this
Telephone Inquiry Script
Telephone Inquiry Script
More like this