Invites

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Beki Call

• November 04, 2015 03:37

I am LOVING using Teamzy already! It has been great. One thing I would like to recommend or find out your suggestion.... is there a way we can keep track of who we extend challenge group/coach invites to? I know that we have a certain number of people/prospects we connect to each day, but it would be nice if there was a place where we could keep track of who we invite to things rather than just who we are building relationships with. Does that make sense? Or maybe you have an idea of how I could keep track of that with the current platform?

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  Eric Johnson

  • November 04, 2015 23:43

  Thanks, Beki, this is a great suggestion! We'll keep you posted on what we come up with.

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  Alina Pace

  • November 10, 2015 15:59

  How about adding them to groups in the Team section? You can create a new group and then at the bottom of each contact you have the ability to add them to a group. :)

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  Tami Nicholson

  • February 15, 2016 00:58

  I saw there is now a Invite type option for connects but I'm wondering where those are being reported so we can see a number or who we invited

   

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  Jamie Browning

  • February 16, 2016 05:30

  I was wondering the same

   

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  Susan Seiler

  • February 18, 2016 14:24

  I used to see that "Invite Type" but now I don't. Just me or was it removed?

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  Tina Killoran

  • March 02, 2016 17:43

  I like having the invite button on the contact page, but I'm wondering, what does this actually do?   Is there a place to see how many invites I've sent?  Is there a place to see a list of all the people I've invited over a certain time period?   I'm not sure what the point of it is, if its not searchable or usable afterwards....

   

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  Barrie T.

  • March 02, 2016 18:18

  Yes, your invites are tracked! And you can see them in the NEW Activities Report on your Business page. In this report you can filter for Connects, Invites, Sales, New adds, and Dailies. ;)

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  Kate Scott

  • March 20, 2016 18:09

  Any chance of getting a tracker for number of NOs we've received?

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  Sheryl Wolfgram

  • July 08, 2016 00:05

  I was wondering the same thing. I would love to be able to click on invites and see the people that I invited to said challenge groups. Can that be worked on?

   

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  Katy Fisk

  • January 19, 2017 03:45

  How in the world do I get to "INVITES"?  I see it listed, however, I don't know how to access it so I can keep track!  

   

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  Sue Seifert

  • January 21, 2017 02:49

  I'm wondering the same thing as Katy.

   

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  Barrie T.

  • January 21, 2017 14:50

  Katy and Sue, you log an Invite inside the Connect. You'll see a small check box.  To see a report of Invites you've made, click Activity Report at the top of the Dashboard, once you are on your report, you can Filter it by Invites. :)

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  Chris Clapp

  • January 29, 2017 23:32

  Thanks Barrie!! I had the same problem as Katy and Sue…on the left explaining how to do an Invite, you cannot seem to scroll down to see the whole message when I hover over the Invite circle (I don't think it is just me:)…looks like a glitch maybe. This was helpful to find your answer here, thought! Thanks.

   

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