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Rodan + Fields Contact Management System - Keep track of customers, consultants, PCs, prospects - PC and Consultant Organizer Tool

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Description

Looking for a better way to keep track of your contacts? The Rodan + Fields exclusive contact management system is a powerful, yet easy-to-use tool to keep track of your R+F prospects, leads, and customers.

This spreadsheet separates the leads you are pursuing, the customers (PC and Retail) and consultants you have, and the people who just aren’t quite interested yet. There is also a special tab to put your Facebook contacts that you have imported.

New 2.0 features include:
- Follow up dates now completely customizable for each lead, customer, and consultant
- PC and consultant workflow tabs: keep track of the important first 60 days (and beyond) with several customizable contact milestones (drop down menu of categories provided)
- List of names needed to contact each day automatically generates
- PC and consultant follow up checklists

Automated Dashboard features:
- The number of leads you have and people you need to follow up with today
- What stage all of your prospects are in and which prospects (by name) you need to contact today
- How many total retail customers, PCs, and consultants you have
- How many retail customers, PCs, and consultants you’ve acquired each month of the current year
- Enter in your monthly PC goal and a graph automatically tracks your progress

Also includes:
- General contact information
- Contact , follow-up, conversion dates
- Incentives given
- Contact methods
- Prospect responses
- Important notes
- Products purchased
- User IDs and passwords
- And more

**UPDATE 11/24/17 - Both AUSTRALIAN (date format) and AMERICAN GOOGLE SHEETS versions now included with your purchase! Use this spreadsheet on any device everywhere you have an internet connection!

INSTRUCTIONS FOR GOOGLE SHEETS: save the file containing the words "Google Sheets" in the title (to your desktop or wherever you want to keep it) -> go into Gmail -> open up google drive -> hit new -> file upload -> chose your file from your desktop (or wherever you saved it) -> open the file and start entering your info!

*** INSTANT DOWNLOAD *** As soon as your payment has been processed, you will receive access to download the digital files through Etsy. No physical product will be sent. The only items you will need are a computer, Microsoft Excel and a very basic knowledge on how to use it. A separate, detailed instruction PDF is included.

COPYRIGHT
This product is for personal use only. The selling or distributing of this product is prohibited.
Looking for a better way to keep track of your contacts? The Rodan + Fields exclusive contact management system is a powerful, yet easy-to-use tool to keep track of your R+F prospects, leads, and customers.

This spreadsheet separates the leads you are pursuing, the customers (PC and Retail) and consultants you have, and the people who just aren’t quite interested yet. There is also a special tab to put your Facebook contacts that you have imported.

New 2.0 features include:
- Follow up dates now completely customizable for each lead, customer, and consultant
- PC and consultant workflow tabs: keep track of the important first 60 days (and beyond) with several customizable contact milestones (drop down menu of categories provided)
- List of names needed to contact each day automatically generates
- PC and consultant follow up checklists

Automated Dashboard features:
- The number of leads you have and people you need to follow up with today
- What stage all of your prospects are in and which prospects (by name) you need to contact today
- How many total retail customers, PCs, and consultants you have
- How many retail customers, PCs, and consultants you’ve acquired each month of the current year
- Enter in your monthly PC goal and a graph automatically tracks your progress

Also includes:
- General contact information
- Contact , follow-up, conversion dates
- Incentives given
- Contact methods
- Prospect responses
- Important notes
- Products purchased
- User IDs and passwords
- And more

**UPDATE 11/24/17 - Both AUSTRALIAN (date format) and AMERICAN GOOGLE SHEETS versions now included with your purchase! Use this spreadsheet on any device everywhere you have an internet connection!

INSTRUCTIONS FOR GOOGLE SHEETS: save the file containing the words "Google Sheets" in the title (to your desktop or wherever you want to keep it) -> go into Gmail -> open up google drive -> hit new -> file upload -> chose your file from your desktop (or wherever you saved it) -> open the file and start entering your info!

*** INSTANT DOWNLOAD *** As soon as your payment has been processed, you will receive access to download the digital files through Etsy. No physical product will be sent. The only items you will need are a computer, Microsoft Excel and a very basic knowledge on how to use it. A separate, detailed instruction PDF is included.

COPYRIGHT
This product is for personal use only. The selling or distributing of this product is prohibited.

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