How to Videos
Here you'll find some videos that will show you how to best use InTouch Follow-Up.
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 Follow-Up
Add or edit automated "Day X" email, calls, texts.
Transfer Staff Leads
Transfer leads, appointments, calls and/or tasks in bulk.
Add a Lead
Schedule a Call
Make a Call
Search
Schedule an Appointment
Complete an Appointment