Search Options

Marc Bauman

April 04, 2018 23:35

Chapter contact info...

First of all, congratulations on amazing work. This app is so convenient and easy to use! Great job!!

Now, how wonderful would it be if when we select an individual member from our chapter (Search function) that the following info/stats would appear in addition to their contact info:
- 1 to 1’s I’ve had with this chapter member
- referrals to and from this member
- thank you for closed business to and from this member

(12 months running and lifetime)

This could be a great way to build and affirm contact spheres and power teams as well as highlighting members I need to meet more with and refer more to... anytime at our fingertips!!

I am confident that you have the talent to do this based on what I’ve seen so far!

Thank you for the opportunity to offer this suggestion.

Respectfully submitted,

Marc Bauman
Tempe Power Partners - Arizona
District Leader, Healthcare Solutions Team, LLC
“A Plan for Everyone!”

Mobile/Text: (480) 399-6968

1

• Official comment

  

  Jeremy Walsh

  April 06, 2018 18:01

  @marc - this is a great suggestion and well received! This is definitely something we will add for future discussion and consideration.  Thank you so much for the great idea!

Please sign in to leave a comment.