The Genealogy and its filters provide us with sophisticated affiliate communication and management tools. The filters I use the most are: "Date Joined" and "CSA Assignment Date" to communicate with my new team members. These are the most used by all affiliates of all ranks.
Even a regular SFI affiliate can win CSAs on auction. Every affiliate is working to build and grow their team. Thus, the above two filters are the most frequently used by all affiliates at all ranks.
Next is the "Red Flagged" filter. Every Executive affiliate (EA) has the potential of having inactive PSAs and CSAs. Regardless of how long that EA has been with SFI, he/she may still have CSAs that are "red flagged". It is critical to communicate with the "red flagged" at least once a week in an effort to get them to become active before they are definitely removed from the SFI database.
I use this "Red Flagged" filter on a regular basis.
Beyond these three sets of filters, most of the others are used depending on the specific needs of a team leader. The larger the team, the more diversified and selective the needs for filters become.
We all are familiar with the 4 (four) boxes from which to select the filters: (1) the main box (Default) that sorts out our selection, the two boxes that allow us to refine our selection according to our search needs: (2) one of them focuses on our team members' activity, (3) while the other is based on ranks , and (4) the quick filter that reload the last one we used.
From this wealth of Genealogy filters, our needs will vary greatly with the size our our downline.
We also have the option to save the filters we use the most and reload them quicker.
Finally, there are basic filters we use on a weekly basis: (a) the entire genealogy when we want to send a team mail to our entire time, (b) the filters that allow us to select our PSAs for the use of the PSA Mailer and (c) the filters that give us access to the CSA Mailer.
We also will benefit from using alternatively the "Full Genealogy Version" or the "Condensed Version. This will allow to refresh our research and catch on what we may have missed in our first attempts.
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The Genealogy and its filters provide us with sophisticated affiliate communication and management tools. The filters I use the most are: "Date Joined" and "CSA Assignment Date" to communicate with my new team members. These are the most used by all affiliates of all ranks.
Even a regular SFI affiliate can win CSAs on auction. Every affiliate is working to build and grow their team. Thus, the above two filters are the most frequently used by all affiliates at all ranks.
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