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How to Use Your R+F Solution Tool in PULSE by Penny
How to Use Your R+F Solution Tool in PULSE by Penny
How to view and use the R+F Solution Tool for prospecting in PULSE by Penny.
Stella avatar
Written by Stella
Updated this week

How does it work?

All your contacts generated from the Solution Tool will come directly into your PULSE by Penny account as prospects and will also be listed under the Solution Tool Report.

Once any new contact has completed their Solution Tool quiz, a task will pop up in your Daily under "R+F Solution Tool".

How to view and communicate with any prospects that recently completed the Solution Tool:

1 - Select "Prospecting"

2 - Select the "Solution Tool" menu option

3 - Select the contact you wish to follow up with

4 - Select "Activity" and then the arrow beside "Solution tool results"

5 - Now you can view their results and suggest the products inside as you complete your reachout task.

Hot Tip: These tasks expire after 14 days so they don't clog up your task schedule. Ensure you complete them within 2 weeks. Like any other Customer Care task, you will get an expiration warning flag on the task card.

How to find all your Solution Tool contact surveys:

1 - Go to the "Reporting" section

2 - Click on "Solution Tool" under the Personal Reports

3 - All your existing contacts who have completed to tool will generate so you can view them. You'll be able to view the recommended products, when it was completed, their primary concern and so much more!

See the visual below

Want to learn more about reports? Click here

The product images shown are for illustration purposes only and may not be an exact representation of the product.

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