Support Overview
I need help...
You are in the right place if we already have your InTouch Sales Portal website set up properly and you are ready to add your staff members and go live. If your InTouch Sales Portal is not set-up yet then contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it or click on Figuring out how to get your InTouch Sales Portal set-up
To get information on setting up your club please download the following PDF, InTouch Sales Portal, Customer Actions Required to Go Live, to understand what you need to do to make your InTouch Sales Portal ready for use.
This document explains how to:- Add your staff members
- Create groups of staff members
- Customize your email templates
- Schedule email broadcasts
You are in the right place if your InTouch Sales Portal website has not been set-up. If your InTouch Sales Portal is set-up and you have a question then contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it or select another support area.
| What do you need help with? | Action |
|---|---|
| I have no idea where to start | Download and fill out the Customizing your InTouch Sales Portal website document and return it to InTouch |
| I'm having trouble filling out the Customizing your InTouch Sales Portal website document | Contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it by email or call us at (604) 878-3202 |
| I've submitted the Customizing your InTouch Sales Portal website document, now what? | We need up to one business week to set up your InTouch Sales Portal and we will contact you once this is done. |
| I've been notified that my InTouch Sales Portal website is live, now what? | Click on the Setting up my club so that I can go live area above. |
The current release of the InTouch Sales Portal is version 4.0 which contains the below features.
Instant Actions
- Smart Action Button is used throughout the application to guide you through the sales process
Agenda Tab
- One place to see EVERYTHING you need to do Today
- Combines Appointments and Calls
Missed activities are now extremely visible
- If a call or appointment is past due, the OVERDUE tab will flash red
Leads Tab
- Easily see what events are scheduled with each person
- Quickly view details
Please refer to attached user guide for further information.
The next release of the InTouch Sales Portal will be version 4.1.
| What do you need help with? | Action |
|---|---|
| Using the InTouch Sales Portal | |
| Setting up my website to send leads into the InTouch Sales Tracker | Download the Programmer's Guide PDF |
