Manually Enter Production
Production can be entered for consultants on your team, unit, or offspring units. To avoid duplicating your personal contact profile, we recommend moving the profile to the unit list. Your profile can then be used for handling personal use and production tracking.
- From the Activity group on the unit list toolbar, click
Production (or from the Unit group on the main toolbar, click
Production).
- Using the available filters, locate the consultant and double-click on their name to open their past production information.
- On a blank row, enter the applicable Date, Wholesale Amount, and Retail Amount.
- When finished, click
OK to save and close the form.