The Genealogy tool is one of the most powerful management tools we have at SFI because it is so flexible. Its sorting capacity allows us to both monitor and group our various affiliates for mailings, assigning TCredits, or even reassigning our own affiliates. Because we can make our own filters, as opposed to just the Quick Filters, we have many, many options. Here are some of the ones I like to use:
"This Month's VP > 1 and Generation = 1" gives me all my currently-active direct PSAs.
"Last Month's VP > 1 and This Month's VP < 10" gives me all my affiliates who have currently done less than a day's work this month; I need to talk to them.
Filtering by Key Code lets me compare not only how my various methods of promotion are working in terms of numbers of affiliates, but also in terms of the *activity* of those affiliates.
I've yet to use the new TCredits Welcome filters, but I know that'll be coming in August, when I start to use that more actively.
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The Genealogy tool is one of the most powerful management tools we have at SFI because it is so flexible. Its sorting capacity allows us to both monitor and group our various affiliates for mailings, assigning TCredits, or even reassigning our own affiliates. Because we can make our own filters, as opposed to just the Quick Filters, we have many, many options. Here are some of the ones I like to use:
"This Month's VP > 1 and Generation = 1" gives me all my currently-active ...more
