CONTACT MANAGER

The Contact Manager module allows you full control over each business prospect, customer, downline, or related business contact. The Contact Manager allows:

Quick retrieval of contact demographics, such as, name, address, phone numbers, email addresses, notes, order information, referrals and a whole lot more!

A phenomenal follow-up tracking sub-system that instantly gives you your schedule for the day, including: order filling, customer follow-up, advertisement deadlines, personal or downline volume tracking, ordering deadlines, business lead follow-ups and much more! Anything that you want the system to remember and remind you of - it will! You can even change the day and or time to see what your schedule will look like tomorrow or two weeks from now in case you will be away on a Getaway Vacation and want to see what you will need to accomplish before you go!

The ability to import and export contact data in industry-standard format to/from other programs so that you do not have to type in leads that you receive electronically and so you can send Home Business Manager data to other programs.

Additional easy access to business-related information, such as, a contact's downline, sponsor, Herbalife Id, TouchFON information and any notes you wish to keep.

One-clickability that gives you a quick look at a person's downline (including your own) in graphical form - try getting this data anywhere else!

Easy access to contact-related reports and compiled data.

Easy addition and changing of customer referrals and discounts.

A second-to-none order processing sub-module which allows you to create and change customer retail orders as well as distributor wholesale orders while on the phone with prospects or with Herbalife without ever having to do any math! This allows you to instantly tell the customer what his order total would be if he added or took away a certain product or changed the proposed program that you are selling. You can even change the customer's discount at the touch of a button and see the totals instantly update – no more waiting!

Automatic defaulting of your HAP order from month to month.

Advanced Future Contact Instance Scheduling which allows you to set up automatic prompting by Home Business Manager to contact your downline, your customers and your prospects at set times in order to follow up with them.

Customizable pop-up reminders so that you won't miss appointments.
An order history function that allows you to see exactly what was ordered and when as well as what was charged for shipping, tax and any discount you may have given. You are able to track any credit used by the customer as well as mark orders as filled, paid, returned, etc., thereby tracking exactly what is outstanding for you to ship, collect or follow up on.

Instant automatic printing of mailing labels for your packages.

Tracking of all contact instances with the customer, including: all mailings, orders, phone calls, emails, voicemails, personal contacts - ANYTHING that you would like to track. This allows you to get an instant snapshot of the history of your relationship with the person at the touch of a button.