Penny has features that allow you to rank your prospects and label them with a special icon to help identify who is who.
Depending on what ranking you choose, Penny will automatically create a task date based on that information and will prioritize your workload for you.
What are prospect rankings?
There are 6 pre-existing rank selections currently:
๐ Potential consultant - tag attached and task created 7 days from the completed date
๐ฅ Hot prospect - tag attached and task created 2 weeks from the completed date
๐ค Thereโs a chance - tag attached and task created 30 days from the completed date
๐ค On the fence - tag attached and task created 60 days from the completed date
These selections you see during a task completion will simply create tasks, not place your contact into a rank system
๐คท Not sure yet - no tag attached but the task is created 2 weeks from the completed date
๐ซ Not Interested - no tag attached and no task will be created
Each rank represents the contacts' potential to become a customer or a consultant. This way, you know who needs more time and attention and who is ready to rock and roll right away ๐
How do I rank a prospect?
You can rank a prospect in 2 ways: through your Daily page Reachout or Follow-up tasks or from a Prospect's profile card.
We recommend doing this from your Daily page. When you complete a Reachout task, Penny will request you to rank the prospect. Once you rank the prospect, Penny will schedule a follow-up (unless stated otherwise). When you complete that scheduled follow-up task then you can select a new rank from there if it changes.
How to rank a prospect from a task:
1 - Select "Complete" on any prospecting task (eg. one of your Reachout tasks in the Daily)
2 - Penny will ask how the communication task went - Select from the menu options there.
Note: You can exit out of this page to leave the category blank but this will skip the step of automatically creating a follow-up task.
3 - Input any notes or tags you'd like the contact to have associated with their profile or just create a new follow-up task
4 - Select "Close" or "Save"
How to rank a prospect from a contact profile card:
1 - Select "More" and then "Contacts" in the mobile app
OR Select "Contacts" in the web version.
2 - Select the contact you'd like to change ranks
Note: No prospects yet? See this article on ๐ how to add a prospect.
3 - Select the Edit icon โ๏ธ
4 - Select a "Status" from the drop-down menu at the top
5 - Select "Save". That's it!
๐ฅ Hot Tip ๐ฅ You can also choose to leave the status blank if you're unsure, or don't want any rankings.
Need to see the reachout process from start to finish? Click below to see a full guide ๐
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