Hello Erica
Thanks for asking such a nice question. Affiliate Manager can be Snap Shot Area or from the Genealogy. You can also access the Affiliate Manager for a new PSA by simply clicking the special link contained in the your New PSA Notification e-mail from SFI.
You can also access the Affiliate Manager for a new PSA by simply clicking the special link contained in the your New PSA Notification e-mail from SFI.
It has four sections as follows:
The first section is the header. The header contains key, "at-a-glance" information, including signup date, keycode, contact information (if applicable), relationship to you (i.e., PSA, CSA, Generation level) links to the affiliate's TConnect page and VP Ledger, E365 status, and badges awarded so far. If the affiliate's currently online, you'll also see an SFIM icon that you can click to bring up a popup window and initiate a chat!
The second section is the Profile section. Click the Show button to expand this section and view the data (you can expand or hide each of the sections by clicking the Show/Hide button next to each one). You'll see a rundown of the affiliate's profile information, including prior business experience, goals, favored business strategy, and preferred marketing methods.
Section three is My Best Tip section. Here, you'll see the affiliate's submitted best tip for the SFI program, along with the average rating that tip has received from other affiliates. You can also rate this tip from here (5 stars is the best; 1 star the worst). If the affiliate has not yet submitted their tip, encourage them to do so by clicking the link that will appear in this section.
Section four is the actual Affiliate Manager section. This section contains informaiton culled from the Affiliate Profile if the affiliate has chosen to make this information viewable for you. You'll find valuable insights here that can help you identify your affiliate's needs, challenges, goals, and more. Look for common threads! This is a great way to start building a strong relationship with your affiliates. This section contains several tabs: Start, Contact, Checklist, Notes, Activity, and Upline.
Hope it helps
Cheers !!
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Hello Erica
Thanks for asking such a nice question. Affiliate Manager can be Snap Shot Area or from the Genealogy. You can also access the Affiliate Manager for a new PSA by simply clicking the special link contained in the your New PSA Notification e-mail from SFI.
You can also access the Affiliate Manager for a new PSA by simply clicking the special link contained in the your New PSA Notification e-mail from SFI.
It has four sections as follows:
The first
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