You're ready to start growing your business and you want to make the most out of your new personal assistant Penny, you're in the right place. Let's go over some key terms so you can get down to business 🤩

When you first log in, you will be greeted with your Daily Summary. These are all of the time-sensitive tasks Penny recommends you complete for the day. ✅

Accessed through selecting a Contact, this has all your contact's information, activity, and order history along with tags and notes

These are the categories that you identify your contact within. They could be a "customer", "prospect", "not interested" etc. profile type. Click this article here 👈 for more on how to categorize your contacts.

These are the rankings that you score all your prospects within after you complete a reachout task. This helps you read the "hotness" of a prospect becoming a customer or part of your downline. Click this article here 👈 for more on how to rank your prospects.

This is what a personal assistant is all about! Penny creates tasks for you to complete each day so that you don't have to write lists or build spreadsheets. Once you have completed the tasks Penny has assigned for you, a note will be made on your contact's Profile Card. Penny creates tasks based on a manageable amount of work to achieve. This way you always know the most important work is getting done first.

Click here to view the different types of Customer Care tasks

Here's a visual of the task pad where you take action on the task. Every single task is the same - they are all about communicating with your contact.

Tags are used to help filter and group your contacts. Penny automatically adds product tags to profiles based on their orders if your back office syncs with Penny. You can create custom tags to help group your contacts. Check out our help article for more info! 👇

A Prospect is a contact who is not yet a customer. Prospecting is key to growing your business and with Penny, you can get prospecting done automatically each day! Penny's AI can even identify Recommended Prospects (contacts who are more likely to react positively) once you turn on the "Fill your Funnel" feature. 😉

PE Associate, Consultant, Affiliate - People you have personally enrolled in your business

Downline, Direct Affiliate- People in your organization who have been sponsored by those you’ve personally enrolled or by those they’ve personally enrolled. Sometimes referred to as “Levels 2, 3, 4, etc.”

Upline - Your sponsors

Another line - Business partners not part of your direct line

Maybe later - A contact that you might want to reachout to at a later date

Another person's customer- a customer sponsored by another consultant or associate

Not interested- Contacts that are not currently interested. *This profile type will move them out of the Daily.

Inactive - When a customer cancels, it comes to Penny as an 'inactive' contact and will remain in your account. If an Inactive customer comes back to the program, your back office creates a new account rather than editing the old one. This way, you will see a NEW contact profile imported from your back office.