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New Affiliate Reminders tool

SFI’s Official News Blog

New Affiliate Reminders tool

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 created for this affiliate.

Each reminder you set will then appear on your Alerts tab at the time and date you set.  They will automatically appear for a maximum of one week.  Alternately, you can dismiss them from your Alerts tab manually, at your convenience, by clicking the “X” located on the right side of each reminder.

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