What are the best Genealogy filters to use and why?
Hi Milena Despotovic. The SFI Genealogy has many powerful features and capabilities.
First, you'll notice the top of your Genealogy page contains an "info box". The left side of the box contains the number of affiliates contained in each generation in your downline. The center section contains fields in which you'll be able to select your Genealogy sorts and filters. You'll also see an option for group e-mailing.
The Genealogy tabs allow you to view your data in formats that best fit your objectives.
Basic - SFI ID, name,date joined,last login
VersaPoints
S-Builder -your team member's recent S-Builder participation.
Communication -his/her email addresses
Aff Mgr - data culled for each affiliate,profile scores,completed profiles or not, active standing orders, confirmed registrations, and whitelisted
[email protected]
Sales - TC referral total, current SVP and previous month's SVP.
Gift Cert - to award gift certificates to your affiliates
Geographic
Reassign
TCredits -to transfer TCredits
CSA Assign Date
Language
Red Flagged
Goals Set For Current Month
Generation
Rank Achieved For The First Time
Keycode
Online
Anniversary Of SFI Sign-Up
Birthday
Leadership Challenge Qualifier
And check out these QuickFilters for fast access to information that can specifically help you identify affiliates who may need assistance, encouragement, recognition, etc.:
My Movers
New PSAs Today
New PSAs (In last 10 days)
New PSAs (In last 30 days)
New CSAs Today
New CSAs (In last 10 days)
New CSAs (In last 30 days)
EA Last Month, Not Yet EA This Month
New EAs This Month
New Team Leaders This Month
Team Leaders
Logins Yesterday
Logins In Last 10 Days
Inactive > 30 Days
Inactive > 60 Days
Inactive > 90 Days
Inactive 320-365 Days (Removal soon)
I hope this help.
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What are the best Genealogy filters to use and why?
Hi Milena Despotovic. The SFI Genealogy has many powerful features and capabilities.
First, you'll notice the top of your Genealogy page contains an "info box". The left side of the box contains the number of affiliates contained in each generation in your downline. The center section contains fields in which you'll be able to select your Genealogy sorts and filters. You'll also see an option for group e-mailing.
The
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