Sign up


Spacer Spacer Spacer
advisor basics Manage Your Availability
advisor basics Marketing Your Business
advisor basics Receiving Calls
manage availability Managing Your Business
Following Up
Using My Account
advisor basics Getting Paid
Spacer Spacer  
 Managing Your Business - Organizing

Once you know how to identify your customers and communicate with them using Mail, you can use the My Customers page to organize them and communicate with large numbers of them more easily.

Let's say you have two lists: "Best Customers" and "New Customers." You could send your "Best Customers" a thank-you Mail saying you hope to hear from them again soon, while sending "New Customers" who've only called you once a two-free-minutes offer to call you again.

Learn more about using Customer Lists

 << Previous Next >>  

Advisors are not employees of Ingenio. Ingenio does not provide and is not responsible for any content of information
that you receive or share through the Ingenio service. Read Full Disclaimer.
Ingenio, LLC. All rights reserved.
Trademark Notice|Privacy Policy