Task Group | Task Type | Is a Task? | Description |
Contact Content | Partner Content | N | Partner content shared to a contact |
Contact Content | Team Content | N | Team content shared to a contact |
Contact Content | User Content | N | User content shared to a contact |
Custom Lists | Custom List | N |
|
Custom Lists | Follow Up | Y |
|
Custom Lists | Reach Out | Y |
|
Customer Care | Box Opening | Y |
|
Customer Care | Check-in | Y |
|
Customer Care | Connect | Y |
|
Customer Care | First Week | Y |
|
Customer Care | Grace Period | Y |
|
Customer Care | Last Chance | Y |
|
Customer Care | Other Task | Y |
|
Customer Care | Reconnect | Y |
|
Customer Care | Reminder | Y |
|
Customer Care | Reorder | Y |
|
Customer Care | Second Week | Y |
|
Customer Care | Thank You | Y |
|
Customer Care | Third Week | Y |
|
Customer Care | Upcoming Order | Y |
|
Other | Learning | Y |
|
Other | Other Task | Y |
|
Other | Upcoming Order | Y |
|
Prospecting | Add Prospect | N | Added a new contact tagged as a prospect |
Prospecting | Follow Up | Y |
|
Prospecting | Reach Out | Y |
|
Prospecting | Reconnect | Y |
|
Revenue | New Customer | N | A customer who ordered for the first time |
Revenue | Order | N | Based on the order date |
Shared Content | Partner Content | N | Partner content shared to social media |
Shared Content | Team Content | N | Team content shared to social media |
Shared Content | User Content | N | User content shared to social media |
Team Development | Add Downline | N | A new individual has beeen enrolled in the user's downline |
Team Development | First Customer | Y |
|
Team Development | First Downline | Y |
|
Team Development | Penny Team Declining | Y |
|
Team Development | Penny Team Emerging | Y |
|
Team Development | Team Check-in | Y |
|
Activity Type and Group List
Updated over a year ago