New Affiliate Reminders tool

This tool helps us a lot

SFI News

We’ve just added a cool little feature!  You can now set reminders for follow-ups for anyone in your team.

Examples: Set a reminder to…

  • confirm an affiliate has completed a task or action
  • send an e-card
  • remind an affiliate of a deadline
  • recognize their birthday or SFI anniversary
  • provide the next step in your training or personal consultation
  • etc.

To set a reminder, click the new “reminder bell” icon now located on your Genealogy, My Movers tab, or from any Affiliate Snapshot.  screenshot_1067

Upon clicking this icon, a new page will appear where you can set the date and time you want to be reminded, and a box to enter whatever message you want to create for yourself (e.g., “Send Joe an e-card congratulating him for advancing to EA”).  Note: YOU are the ONLY person who will see what you type here; your affiliate does NOT see this.  This page will also list all reminders you’ve…

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