Manually Enter Production

Production can be entered for consultants on your team, within your unit, or for offspring units. To avoid duplicating your contact profile, we recommend that you move the profile to the unit list. Your profile can then be used for handling personal use and production tracking.

Option 1: From the Unit Production Form

1. From the Activity group on the unit list toolbar, click Production.

   

2. Using the available filters or search field, locate the consultant and double-click on their name to open their past production information.
3. On a blank row, enter the applicable Date, Wholesale Amount, and Retail Amount.
4. When finished, click   OK   to save and close the form.

Option 2: From the Profile

1. Open the consultant profile.
2. On the Main tab, under the Production section, click on the area at the top of the table and enter the applicable Date, Wholesale Amount, and Retail Amount.
3. Tab off the row to automatically sort and save the production information entered.

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Additional Information:

• Import Current Production From InTouch