Recommending Friends to the Job

Video:


How You Can Recommend Friends to the Sales Rep Position:

  • In the VectorImpact app, navigate to your Friends list by selecting More in the bottom-right, and then Team Builder.
  • Review the Will's and Wont's and select Begin.
  • This list will show all of your device contacts who are not marked as a prospect or business.
    • All contacts will be automatically selected by default.
    • If any contacts are missing a first name, you can add one by selecting Fix, making the change, and clicking Save.  
      Note: This will NOT change your contact's name on your device, just the VectorImpact app.   
  • Once all names have been fixed and selected, click Submit. 
  • Verify that all names are work appropriate. 
    • To change a name from here, click on the contact, make the change, and click Save. 
    • Selecting the three-line icon on the search bar will show a suggested list of names that may need to be adjusted. 
  • Select Next.
  • If there are any Special Introductions (these will be specified by your manager), you can select them here by clicking on the Star next to their name. 
  • For each starred contact you will be able to specify how you know them and why you think they will do well in the job. 
  • After this you will be taken to the Final Summary screen. From here, you can:
    1. Add another contact manually. 
    2. Select more contacts from your contact list. 

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