How to use Drive

FAQ

• Why are my new leads not showing under Leads?
• How to change a lead owner

Drive Video Series

• Staff Training Video: How to Use Drive Day-to-Day
• How to Add a Lead
• Navigating the Contact Profile
• Navigating the To Do List

Day-to-Day Use of Drive

• Text In To Win
• About Drive and How to Access It
• Drive Cheat Sheet
• Lifecycle Groups and Icon Legend
• Adding New Contacts
• Adding Calls or Tasks

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Club and Sales Managers

• The Manager's 5-in-5 Daily Checklist

Reports

• Email Campaign Reports
• Live Club Data
• Live Reports
• Club Activity Report (CAR and Multi-CAR)
• Sales Activity Report (SAR)
• Membership Sales Activity Report (MSA)

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