intouch quick start guide - gocb.me · intouch quick start guide step one | log into the nrtgateway...
TRANSCRIPT
INTOUCH QUICK START GUIDE
Five steps to activate inTouch, your new lead management, lead generation and lead conversion system
inTouch Quick Start Guide Step One | Log into the NRTGateway
• www.NRTGateway.com
• Click Activate Your Account
button
• If you do not see the new
larger inTouch tile at the top
of your NRTGateway
dashboard, or do not see the
Activate Your Account
button, please contact the
Help Desk at 877.678.4357
inTouch Quick Start Guide Step Two | inTouch Activation Request
• www.NRTGateway.com
• Click “Activate inTouch”
button
• inTouch is a company-paid
tool; Once activated you
can decide if you wish to
upgrade to inTouch PRO
(for additional information on
upgrading to inTouch PRO,
see inTouch section in CB|
ONE, keyword: inTouch)
inTouch Quick Start Guide Step Three | Complete Fields and Accept Terms and Conditions
• Agree to terms and
conditions
• Complete requested fields
• Type in your name
• Click the Continue button
inTouch Quick Start Guide Step Four | Complete Account Setup
• Enter the zip code where you do business
• Enter a domain name selection (if domain selected domain name is being used by another Coldwell Banker Agent, you will be prompted to select another name). This is the domain name and e-mail you will use with your inTouch account. After you activate your account you will have the option to upgrading to inTouch PRO ($175 per year) that will allow you to have a vanity domain and e-mail.
• Enter the e-mail prefix (should be the same prefix as you domain)
• Click the Finish Setup button
Example: heidibonnel.cbintouch.com
Example: [email protected]
inTouch Quick Start Guide Step Five | Final Activation Step
• Click the Continue button
inTouch Quick Start Guide Get Started By Taking One of These Actions
• Click the Getting Started button to begin using your new inTouch account
• Click the Tap Into Your Resources button to access inTouch/Market Leader tutorials
• Click on the Dashboard tab (top left-hand corner) to access your inTouch account
• Click on Go PRO Now to upgraded to inTouch PRO (inTouch PRO is offered for $175 per year). You can upgrade to inTouch PRO at any time.
inTouch Support and Resources• Managers
• Marketing Coordinators
• Regional Marketing Managers
• inTouch Online Help:
http://learn.marketleader.com/display/learning/InTouch+Learning+Home?usr=nrt
• NRT Help Desk
• inTouch PRO Help Desk (for inTouch PRO users)
• inTouch section on CB|ONE (Keyword: inTouch)
HOW WILL YOU USE THIS NEW BUSINESS BUILDING, COMMUNICATION AND LEAD MANAGEMENT SYSTEM TO HELP YOU CLOSE MORE DEALS AND ATTRACT
MORE CLIENTS?
Coldwell Banker | The Place To Be
©2015 Coldwell Banker Residential Brokerage. All Rights Reserved. Coldwell Banker Residential Brokerage fully supports the principles of the Fair Housing Act and the Equal Opportunity Act. Operated by a subsidiary of NRT LLC. Coldwell Banker® and the Coldwell Banker logo are registered service marks owned by Coldwell Banker Real Estate LLC. Nothing herein is intended to create an employment relationship. Any affiliation by you with the Company is intended to be that of an independent contractor sales associate.
Company materials, programs, or meetings that are not for compliance purposes are optional for your use as an independent sales associate affiliated with the Company. Your use is not required for your continued affiliation with the Company.