Training Videos (for Day-to-Day Use)

The below videos focus on Day-to-Day usage

How To Use Drive Day-To-Day | The New Contact Profile | Your To Do list (aka Agenda) | How To Add A Lead


How To Use Drive Day-To-Day

This full length staff training video (25-minutes) on InTouch Drive focuses on typical day-to-day sales use to get staff up and running without any delay. 

 

The New Contact Profile

Drive combines all lead, sales and member records into one Contact Profile. This means you no longer have to find the right icon, you just need to find the person and click on their name to open their profile. Watch this short video to learn about the new contact profile.

Your To Do list (aka Agenda)

How To Add A Lead

Learn how to add a new lead in Drive.