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.