Can You Classify and Assign Tasks to Possible Recruits in PP+?

[Debala715]

Okay, for the life of me I can't figure out how to class someone as a possible recruit and have tasks automatically assigned to them in PP+.

In PP, when you did a show and someone expressed interest in becoming a consultant, it was so nice because on the "Special Shipping, Bookings & More" section, you could input them as a possible recruit and have tasks automatically assigned to them. Can you not do this same thing in PP+?

I'm trying to like PP+, but so far, I find it very lacking.

 

[chefann]

It's in there, but I can't remember exactly where. If you open up the contact record there is an area for status: preferred customer, recruit lead, etc.

(Sorry that this is no help whatsoever. I'm at work and don't have the software in front of me.)

 

[Debala715]

I saw that, but found nothing on the software automatically adding tasks unless you go in and do them manually.

 

[kspry]

Yes, it's on the Contact Info screen.

If you are in a show, go to that person's name and hit the "edit contact" line.
That will bring up the Contact Info screen.

 

[AnaCash]

Hi there! I completely understand your frustration with trying to figure out how to class someone as a possible recruit and have tasks automatically assigned to them in PP+. It can definitely be overwhelming to navigate a new system. But don't worry, I'm here to help! In PP+, you can still input someone as a possible recruit and have tasks assigned to them. To do this, you will need to go to the "Contacts" tab and click on the person's name. Then, click on the "Recruit" tab and select the option to "Add to Recruiting List." This will automatically assign tasks to that person. I know that learning a new system can be frustrating, but I promise that once you get the hang of it, PP+ has many great features that will make your job as a consultant much easier. Let me know if you need any further assistance, I'm happy to help!