Leading Through Technology Betsy Kohan, Manager Lisa Hittle and Tina Smythe, Home Office

Class Objectives Help! I Need More Information to Lead Understanding What I Have Now Why Is My Team Calling Consultant Support?

Help! I Need More Information to Lead

Here is what you have asked for… –New Recruit visibility and information –Home Consultant deletes –Leader Rebuild indicator (including months in rebuild) –New Promotions –Reversions

Help! I Need More Information to Lead –Success Start Milestones –Showroom Sales MTD and YTD –Birthday, Anniversary and Qualification Dates

Help! I Need More Information to Lead –Team and Leader lists sorted in alphabetical order by last name –Team lists include personal information when click on their name Currently downloadable to Excel

NOW LIVE! #1 Report Requested: Detailed Team Reporting

Understanding What I Have Now

Live Demo for… –My Central Team Report –Entire Team Report –My Commissionable Volume –Activity Report

COMING SOON! Excel Class for Leaders

Need Something More with Reporting? Write on your index card and drop off in the basket on the stage!

Why Is My Team Calling Consultant Support?

Why Is My Team Calling CS? Support with Processing Parties –33% of calls answered during last 3 days of July were how to process parties 49% of calls received on July 31 (month-end)

Why Is My Team Calling CS? Order Inquiries –Status of orders –How do I track shipping? –What has shipped on the order? –Where did it ship?

Why Is My Team Calling CS? Adjustments –Refunds Implemented a more timely process internally Oversold item refunds have been fully processed –Changing order or canceling orders/parties

How Can You Help? Continue supporting your team and answering questions When you don’t know the answer, get the answer and follow-up Finally, if you can’t help, encourage them to contact Consultant Support or

Additional Technology Classes This Afternoon: Where Business Happens Suzanne Leffew Working Beyond the Basics Betsy Kohan

Need One-On-One Support? Visit the Cyber Café from 9 a.m. to 9 p.m. today!