New Affiliate Reminders tool

Source: New Affiliate Reminders tool

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5 thoughts on “New Affiliate Reminders tool

  1. New Affiliate Reminders tool February 18, 2016
    csi4admin8h ago alert
    We’ve just added a cool little feature! You can now set reminders for follow-ups for anyone in your team.

    Examples: Set a reminder to…

    confirm an affiliate has completed a task or action
    send an e-card
    remind an affiliate of a deadline
    recognize their birthday or SFI anniversary
    provide the next step in your training or personal consultation
    etc.
    To set a reminder, click the new “reminder bell” icon now located on your Genealogy, My Movers tab, or from any Affiliate Snapshot. screenshot_1067

    Upon clicking this icon, a new page will appear where you can set the date and time you want to be reminded, and a box to enter whatever message you want to create for yourself (e.g., “Send Joe an e-card congratulating him for advancing to EA”). Note: YOU are the ONLY person who will see what you type here; your affiliate does NOT see this. This page will also list all reminders you’ve created for this affiliate.

    Each reminder you set will then appear on your Alerts tab at the time and date you

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