InTouch Drive CRM
Getting started, video tutorials, integration options, how to use day-to-day and more.
Drive Video Series
Day-to-Day Use of Drive
- About Drive and How to Access It
- Drive Cheat Sheet
- Lifecycle Groups and Icon Legend
- Adding New Contacts
- Adding Calls or Tasks
- Booking Appointments
Guest Check-In Kiosk
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)
Club and Sales Managers
Site Settings
- Club Details & Settings
- Staff Accounts
- Staff Roles & Permissions
- Contact Properties: Lead Sources
- Contact Properties: Not Interested Reasons
- Contact Properties: Cancellation Reasons
Communications
- Communications Overview
- Email Structure: Templates and Content
- Send an Email Blast (Broadcast)
- Send a Text Blast (Broadcast)
- Appointment Alerts
- Staff Alerts
Integration Options
- ABC DataTrak
- Club Automation
- Daxko CSI Spectrum - Now in BETA!
- Facebook: Link a Web Lead Form to Your FB Page
- InTouch REST API
- Jonas Compete