FAQs
Our Most Frequently Asked Questions:
ADMIN QUESTIONS: 1. I’m trying to send a batch email and it won’t go through
–WALK AROUND- Any individual that is listed in the Modify Administrator page that is allowed permission to send out batch emails must be added to the Modify Salesperson list and his/her email must be recorded there within. Don't forget to make the newly added individual “INACTIVE” so their name does not appear in the drop down list on the Registration page. Please allow 24 hours for the server to refresh before attempting to send a batch email, else one will receive a undeliverable message error. 2. When I load a new salesperson into the staff list, what is their password?
We do not dislcose the default password here for privacy reasons. If you need assistance please contact us at 1-866-601-2364. 3. How can a salesperson change his/her password?
4. What if a customer doesn’t have an email address?
5. When I try to pay a birddog / prospector by clicking on the pencil Icon, I receive an error message “ERROR: No Bird Dog Member on file with Dog Tag Id of”.
Eg. When combining husband and wife together, spell out the word “and” instead of using “&”. Also, make sure to not use quotes (“ “) around nicknames. Best practice is to not use nicknames whenever possible. Any special characters other than Alphanumerics will cause this error. 6. How does one pay a Bird Dog / Prospector in the system?
Then simply click on the pencil icon on the left column labeled “Pay”, enter any pertinent information and click the “ADD” button. 7. Where can I buy printed material to advertise the program?
8. How do I determine, at the end of the year, which birddogs are required a 1099 form (US clients) or a T4A Form (Canadian Clients)?
SALESPERSON QUESTIONS 1. I can't login to the Sales Personnel Link because I forgot my password!
2. What if my customer doesn’t have an email address?
3. What’s the best way to register a Club or Organization such as a school, church, community action group, etc?
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