BACK OFFICE MADE EASY (hopefully)

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To view Your FULL ENROLLER TREE (left & right sides)

From your Back Office > Organization > Enroller Team Report > Look for left gray bar that says Personally Enrolled Team > Click on arrow in the gray bar > Select Full Enroller Tree. 

Now you have options. Here are 2 of many:

• To see only Active BPs: Click on arrow in the gray bar that says All Statuses and change to Active > then look for the Status column   (Customers will all have a red X because the term Status only refers to BPs)
• To sort by Enroller: Look for the Enroller column > click on Arrow in the column header > type Enroller’s first name > click Filter

You can reorder the columns into whichever order best suits your purpose. 

• To move a column to the left or right > Click the mouse & hold and then drag column to desired position

Note

• Be patient after you hit Filter. Takes about 5 or 6 seconds for it to change 
• After you click on an Arrow inside a bar or a column heading… you’ll see another section with an Arrow… When you click on this Arrow, you’ll be asked to type something OR be given options to select

PRACTICE MAKES EASY