This is the right resource for you if you want to learn how to complete tasks and be on top of building your business. ✅
How to complete a task
1 - Select a task from your "Daily", "Customer Care" or "Prospecting".
2 - Select Start Task
3 - Select the method by which you would like to contact them—for example, SMS, Facebook Messenger, Instagram, Email, etc.
4 - Select Finish Task
That's it! 🎉
🔥 Hot tip: Once you’ve completed the task, a toast message will appear offering you the option to add Notes and Tags. While adding Notes and Tags is important for better tracking and organization, it is optional.
Completing Reachout Tasks
When you complete a Reachout task for a Prospect, Penny will ask you "How did your reach out with (contact's name) go?" and you can choose any category that suits your Prospect the best.
Penny will also ask you to schedule a "Follow up" task and you can customize the date. This will ensure you maintain communication with your Prospect until they become your Customer or Downline.
Hot Tip! 🔥 If your tasks aren't updating after making changes, try logging out and back in – that should do the trick!
The product images shown are for illustration purposes only and may not be an exact representation of the product.