Ranking + Member Type
Hi, when I went to rank the people who was more towards the bottom of the contact list in "All", the side panel does not follow - you have to scroll back up to then mark what they are (consultant, customer, prospect). Also, is there going to be an option for someone who was a customer, but cancelled and no longer a customer...not sure they would necessarily fit into the "Prospect" category.
Also, I noticed that there was not a select all > delete all contacts. Or even a select button next to the contacts you want to select to then quickly delete or categorize them the way you want.
It says that Teamzy recognized duplicates, but when I imported the Downline Report and then the preferred customer report, it brought in all extra contacts...this is why I'm asking for some sort of select or select all option to then be able to delete or delete all that is selected
Alright, please advise. Thanks so much! Kristian
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