Invite Goals

So connections are great and they get us on the way to feeling more comfortable about inviting. Can we have an Invite goal added to the Dashboard much like the connect goals for Prospects, Customer and Coaches? Because really we can connect all we want, but if we are not focusing on inviting specifically then we are likely just spinning our wheels and not headed anywhere. I know for me it I get stuck on when is a good time to invite someone to one of my upcoming groups, but if I see that I've been connecting with them quit a bit I can maybe check a box in their profile that says "ready to invite" which puts them into the invite list (that appears on the dashboard before the prospects, customer, coach, followup tabs) and we can just add notes on what to invite them to.

I personally struggle with keeping track of when it's time for an invite and I believe this could help. Thank you!

Missy Gleason

December 10, 2015 01:44

Agreed! I made a work around, by creating an invite group and adding my invites into it, but still. It would be great to see it on the dash.

Barrie T.

December 12, 2015 14:15

Alina, thank you for this suggestion!

Sarah Wesgate

January 14, 2016 03:36
Edited

I would love to be able to track invites to challenge groups and invites to the business opportunity. That is the feature that would make Teamzy worth paying for in my opinion.

Susan Seiler

February 18, 2016 14:25

Yes, knowing the number of sales per connection isn't particularly useful when I'm connecting with customers and coaches too. Knowing my sales per invites would be VERY interesting!

Invite Goals

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