Tips, Tricks and Answers

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Penny's Customer Care Cycle

Penny will automate a customized task cycle for each of your customers based on their order date! This article will show you how… What is the Customer Care Cycle?… How to Create a Customer Care Cycle

How to Use the Daily?

Every day you will receive tasks pertaining to prospecting, your Customer Care Cycle, and Team Care… Customer Care tasks will ensure a customer never falls through the crack… Customer Care Cycle Tasks

How to Delete a Task

From the Customer Care Section on the Mobile App 📱… "Customer Care" from the left-hand side of the page 2 - Select the task you want to delete… Daily 2 - Select the task you want to delete. 3 - Select "Remove" 1 - Select Lists 2 - Select Customer

FAQs

If you are not seeing the Customer Care Tasks please review the Customer Care Cycle Article that explains… Customer Care Tasks… Who do I contact if the customer care tasks are not working/showing in the Daily?

Transitioning to a Penny Essentials account

You’ll have access to The Daily Contacts Management Prospecting Customer Care… Care Cycle Customer Information Order Information Any Back Office or your corporate… For any questions, please reach out to our customer support team in the Penny app or email us at support

How to use Bulk Actions

Bulk Actions gives you the ability to select a large number of tasks from the Prospecting, Customer Care… or Contacts section and action them. 1 - Select Lists 2 - Select Prospecting or Customer Care… Care Section on the left-hand side of the page 2 - Toggle the "Select Multiple Tasks" on. 3 - Choose

What does "Expiring Tomorrow" mean?

As part of the Customer Care Cycle, Penny will create tasks for you to engage with your Customers at

Penny Essential vs Thrive Plan (Non-Integrated Accounts)

Customer Care Cycle Unique customer care cycle generated for each of your customers… <6 Customer Orders Add order details to customers… Contacts Centralize all of your customer and prospect information across social

How to Complete Tasks

How to complete a task 1 - Select a task from your "Daily", "Customer Care" or "Prospecting… This will ensure you maintain communication with your Prospect until they become your Customer or Downline

How to use the Do Not Contact Feature

Do you have customers or prospects who do not want to be contacted? This article will show you how to mark them as "Do Not Contact"… Whereas for your Customer orders, Penny will still generate the Customer Care tasks (Thank You, Check-in… will be populated in Daily so you know what they ordered however the option to communicate with the customer