Drive CRM Setup
This section focuses on how to set up or edit your InTouch Drive CRM application.
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