New Customer Follow-Up Center FAQ

New Customers

Q. What are the different columns?

• Month Enrolled –This column indicates the month the listed customers were enrolled.
• Enrollee Name –This column will identify the new customer with their name and phone number.
• Member Status – This column will indicate whether the customer is a Member or not.
• Customer Membership Agreement Status – This column will indicate if a Customer Membership Agreement form has been received and processed.
• Independent Marketing Executive Agreement Status – This column will indicate if an Independent Marketing Executive Agreement form has been received and processed.
• Order Placed – This column indicates if the respective customer has placed an order for the current month.
• Made Contact – This column allows marketing executives to indicate whether they have contacted their new enrollments in the current month.

Q. How many months is information available on new customers?

A.  Information will be available for the first 6 calendar months of a customer's enrollment.

Q. What does the check mark mean in a column?

A.  The check mark will indicate that the activity associated with that column has been completed.

Q. How do I view specific information in a column with a check mark?

A.  When a marketing executive places their mouse cursor over the check mark, it will allow them to view detailed information for that customer with respect to the indicated column.

Q. What does the warning symbol mean?

A.  If a warning symbol appears, there is an alert for that column in reference to the new enrollee.

Q. What does it mean if a column is left blank for a new enrollee?

A.  If a column is left blank, Melaleuca has not received the required information for that customer in that column.

Q. What do the three tabs under Current Month Follow-Up mean?

A.  If marked, these tabs will indicate that a marketing executive has made contact with the customer, helped them place the current month order, and answered any questions the customer had.

Follow-Up History

Q. How do I know if my customer placed an order?

Q. Can I find out which day my customer placed their order?

A.  No. The follow-up center only indicates if an enrollee has met their product point commitment for the month.

Q. Can I see how many product points my customers order or what items they ordered?

A.  No. The follow-up center only indicates if an enrollee has met their product point commitment for the month.

Q. How do I know which day I followed up with my customer?

A.  If a marketing executive places their mouse cursor over the green check mark in the "Follow-Up" column, a pop-up will appear with the date the follow-up occurred.

Q. Can I monitor whether my personal customers have placed orders past the first six calendar months of their enrollment?

A.  No. However, a monthly business report will show whether they placed an order or received a backup order after the month is over.

Alerts

Q. What can show up in the "Alerts" section?

A.  The Alerts are as follows:

• The "Alerts" section will indicate if a customer has received a backup order.
• The "Alerts" section will also note if a customer is no longer a Member.
• The "Alerts" section will notify a marketing executive of issues regarding paperwork. If this is indicated, an email will have most likely been sent from Melaleuca to inform the enroller of the error on paperwork.
• The "Alerts" section will display a product point commitment not being met.
• The "Alerts" section will inform a marketing executive when a personal customer has requested the Suspend Member Benefits Form.