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Homepage

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  • The Homepage is your starting point when using InTouch. It provides a real-­‐time 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 

 

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Information, side notes, graphics 

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InTouch Follow-Up: Always know what's next!
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