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New Features Update: Tracking Invites & Activities Report! (March 3, 2016)

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Barrie T.
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We are excited to announce two new features have been added to Teamzy:
 
Track your Invites!
Now when you log a Connect in Teamzy, you have the option to track it as an invite. You’ll have 3 choices: Invite to a Free Group, Invite to a Challenge Group, and Invite to the Business Opportunity.
 
Activities Report!
That’s right, probably the most requested feature in Teamzy so far is here! You’ll be able to see the entire list of people you’ve invited!

You’ll find the Activities Report on the Business page. In it you’ll be able to see everything you’ve done in Teamzy, listed by day. You can also sort the report to show you Connects, Invites, Sales, New Additions, or Dailies.
 
Keep Sharing
We know these new developments are unbelievably exciting—but we are just getting started building out and implementing the suggestions brought to us by coaches just like you! So, please keep using Teamzy, and keep sharing your ideas on how we can make it better.
 
Because our passion is your success, and together, we’re going to help a lot of people!
 
With smiles and gratitude,
 
The Teamzy Team

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4 comments

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    Becky Schroeder

    Hi! I just noticed that I don't think the "Invites Counter" on the dashboard is calculating correctly. Today I have specified one Connect as an invite, and yet it's showing that I have completed 3 invites. When I drill into the activity report, it only shows the 1 invite I made.

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    Stephanie Tocco

    Is there a way to edit the Dailies? I do my 4 tasks daily, but sometimes I don't make it back into Teamzy to check the box...is there a way to go back and do that?

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    Becky Schroeder

    I don't know but I wish! I definitely forget to go update those too!

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    Liz Fanlo

    I would like to be able to filter the "connects" in the activity report so I can determine prospect activity vs connects with customers vs consultants for the week. Since Teamzy has you log connects this way, you should be abel to filter them this way too. 

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