You can manage your entire business within UnitWise and never rely on spread sheets again. Tracking your consultant's progress is made simple where you can have their weekly accomplishment, consultant productions, birthdays, and anything else you want to see for the week. The Consultant Management feature puts all the information you want to see in one place, so you never have to go hunting for it. Sending an email, tracking your team's sales, having reports auto-generate based on sales goals, and everything else you need can be done in UnitWise.
When it comes to welcoming new members to your team, you can make notes for the recruiting interview. When the interview is over, you can create follow up appointments that sync to your calendar.
Here is a great overview of how the feature works:
Join Our Webinar to Learn More
UnitWise has a lot of amazing features to help you succeed and reach every goal you set. Join the Heroes Wednesday June 24, 2015 at 1:00pm EDT for a guided tour and in-depth look at what UnitWise can do for you. Register Here.
If June 24th doesn't work for you, we also have another webinar coming up July 8th at 2:00. Register for the July 8th Webinar.
The Heroes can't wait to hear from you, so if you have a question about anything, just call 704-234-6006 or email: firstname.lastname@example.org.