Upcoming live webinars:

  • Harness the Power of Listings! Wednesday, December 9 10:00 AM-11:00 AM

View full webinar calendar












Set Up for Success with InTouch

Welcome to InTouch! You now have a powerful CRM and marketing center in one easy-to-manage system. Here are a few quick steps to ensure you are set up for success, so you can get the most from your system.

Set Up Your Profile

Create Groups to Manage Contacts

  • Create and manage groups to target your messaging and even automate your marketing, learn how!
  • Learn how to manage and engage your contacts from your All Contacts dashboard.

Add Contacts to Your System

Add Contacts/Groups to Campaigns

  • Now that you've created Groups and added your contacts, it's time to add them to an automated campaign! We recommend the Long Term Buyer or Seller to engage your leads, and the Monthly Newsletter to stay top of mind with your past clients and sphere.

(info) To log into your system, simply click the links on the InTouch card in Desk.

Ready for More?

<< Return to InTouch Training & Support