THE DAILY TAB

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Video Course: 8/13

1. Training Introduction

2. The Client Tab

3. Client Profile

4. Pulling Client Lists

5. Tagging Clients

6A. Communicating with Clients

6B. Using OneShop Number

7. Sequences

8. The Daily Tab

9A. Adding a Task

9B. The Tasks Tab

10. Sell Virtually with ShopWith

11. The Stats Page

12. Creating and Editing Templates

13. Your Finished!

Overview

On the daily tab you can easily access your clients that have recently purchased as well as other suggested clients that might be worth reaching out to today. Here you can also access lists that your manager or admin created to reach out to.

WHAT YOU WILL LEARN:

  • An overview of the daily tab
  • How to utilize the different sections of the daily tab
  • How to use the call list functionality from managers