Using the Affiliate Reminders tool, you can set reminders for follow-ups for anyone in your team.
For example, you can set a reminder to:
- confirm an affiliate has completed a task or action,
- send an e-card,
- remind an affiliate of a deadline,
- recognize a birthday or SFI anniversary,
- provide the next step in your training or personal consultation,
- etc.
To set a reminder, just click the “reminder bell” icon located on your Genealogy, My Movers, or from any Affiliate Snapshot, as illustrated below.
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 a higher affiliate level”. 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 homepage at the SFI Affiliate Center at the time and date you set. They will automatically appear for a maximum of one week. Alternately, you can dismiss them manually, at your convenience, by clicking the “X” located on the right side of each reminder.