As any excellent personal assistant would, Penny can recommend new prospects and manage your follow-ups for you each day! All you have to do is turn the "Fill Your Funnel" feature on.
🌶️ Hot Tip 🌶️ The "Fill your Funnel" function only suggests contacts that are "uncategorized" and are likely to respond well to you. That means you can work through your contacts list at your own pace without getting overwhelmed with new prospects.
How to turn on "Fill Your Funnel" from the web app
1 - Login to the Penny App and go to the "Prospecting" page
2 - At the top of your screen, you will see a "Fill Your Funnel" banner. Click the switch. That's it!
🌶️ Hot Tip 🌶️ Another way to tell that individuals are "Recommended" to respond well to you is by the orange star 🌟 icon found in the corner of their profile picture. You can review everyone in this category by navigating to your "Contacts" tab then choosing "Recommended" from the filter menu options.
How to turn on "Fill Your Funnel" from the mobile app
1 - Login to Penny and go to "Lists"
2 - Select "Prospecting"
3 - At the top of your screen, you will see a "Recommended" tab option. Click it.
4 - Under that, you will see a blue switch. Flip it on and that's it!
🌶️ Hot Tip 🌶️ - If a "Prospect" doesn’t have a task in the future and it's been two weeks since their last completed task, Penny will create a follow-up task for you automatically 🤯
"Fill Your Funnel" option missing? It looks like you've gone through all your uncategorized contacts, superstar! 🌟 You can add more contacts by syncing your mobile contacts or uploading a spreadsheet into the web app.
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