How To Use HighRise HQ Part 1

Hi TGX Coaches, or anyone who own's their own business for that matter. Here's a tutorial that I've put together on some of the ins and outs of using HighRiseHq.com. I thinks it's a extremely simple & effective tool to track and follow-up with your customers and I'd recommend it to anyone looking to stay organized and keep their sanity, LOL! Feel free to e-mail me if you have any questions. I've put the info below for each of the Custom Fields and Categories. Enjoy!

CUSTOM FIELDS:

Age
Basic Info (Call Time Preference)
Basic Info (Time Difference)
Basic Info (When We Met)
Basic Info (Where/How We Met)
Coach ID
Coach Start Date
Customer ID
Customer Status
Expectations Meeting
Family (Child)
Family (Other)
Family (Parent)
Family (Spouse)
Goals
Home Direct
Join Date
Language Preference
Preferred Program
Referrals
Referred By
School
Screen Name
Supplements (Current)
Supplements (Owned)
Supplements (Start Date)
Workout Plan (Current)
Workout Plan (Start Date)

CATEGORIES:

Accountability Call
Call
Daily Task
Email
Facebook
Follow-up
Grocery Shopping
Look Out For Item
Meeting
Must Call
Must Email
Send SGY Sample
Text
Verify Order Shipped

Category:

People & Blogs

Tags:

• Tracking
• Follow-up
• Beachbody
• P90X
• Insanity
• Business
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• Coach
• Organized
• Highrise
• Hq
• Carl
• Daikler
• Weight
• Duty
• Fitness
• Loss
• Workout
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• Training
• Modern
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