Each of your contacts are 1 of 2 things - a consultant, or not a consultant... yet 😏

Just kidding, but one can dream, right?

This article will show you what each category means, how to categorize each of your contacts as you complete tasks and how to determine who goes under what category.

What are categories?

Categories are labels that Penny defines for each of your contacts. These categories organize your contacts so you can better determine who is a prospect, who is a customer, who is in Another Line along with several other options.

The main categories are as follows:

  • Customer (automatically imported from your backoffice)

  • Consultant (only automatically imported from your backoffice if they are also personally enrolled)

  • Downline (only automatically imported from your backoffice if they are also personally enrolled)

  • Prospect

  • Maybe Later

  • Not Interested

You may have noticed a few more categories in Penny but we will explain more on that later on.

Where do I find my categorized contacts?

All your categorized contacts can be found under the "contacts" menu option at the right hand sidebar menu. You can also type in a category in the search bar to bring up all the associated contacts.

How do I categorize my contacts?

To categorize Reachouts from the Daily page:

1 - From the daily page, select a "Reachout" task

2 - Once the task is completed, the contact will be automatically categorized as a "Prospect". You can then choose to tag this prospect as "On the fence", "There's a chance", "Hot prospect", "Potential consultant" or "Not Interested". (You can also close this page)

To categorize into a CUSTOMER or CONSULTANT from Reachouts on the Daily page:

1 - From the daily page, select a "Reachout" task

2 - Select "Remove".

3 - Penny will ask "Why are you removing this Reachout task?"

Select "Consultant" or "Customer"

4 - Penny will remove the task and categorize them as selected.

To edit a new contact who is already a customer or downline:

1 - Go to "contacts" and search the contact you would like to edit

2 - Their profile card will pop out, select the category from there.

3 - If you select customer, you will have the option to type in the customer's name and pull it from your back office. Like this 👇

4 - If you select "consultant" or "downline" another option will pop up. Select "downline", "upline" or "another line". Here is what it looks like 👇

🔥 Hot Tip 🔥 If the contact you select is already your customer, a part of downline, etc and you do not want to categorize them as a prospect, select their name and edit their category type from their profile card. Like this 👇

To edit a contact's existing category:

1 - Go to "contacts" and select the contact you would like to edit

2 - Select "Edit" ✏️ at the top of the profile card

3 - You will see two options "Status" and "Type". Choose "Type"

4 - Select from the dropdown provided.

How do I determine the appropriate category?

Depending on the category selected, the contact could either immediately fall into the category and you are finished, or you will need to take a second step to complete the categorization process.

  • Consultant and Downline: When you select these categories, 3 options will appear: Downline, Upline and Another Line.

  • Customer: When you select this option, a space will appear so you can find the customer in your backoffice.

  • Prospect: When you select this option, a menu will a appear to schedule a reachout task.

  • Maybe Later and Not Interested: When you select this option, the contact will automatically be filed under the category, no further options will be provided.

To learn more about the "Status" rankings for your prospects, see this article below 👇

The product images shown are for illustration purposes only and may not be an exact representation of the product.

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