New: Team Tracker V2 Page

We’ve had request for a team tracker page that tracks rank achievements, join date, and ER date. In the care call section of this page, you can use the blank line to check off (1) if you’ve called your team member for that month and/or (2) if an ER order was placed. This way it can be utilized for members who are and who are not on the Essential Rewards program.

Tip: If you have a large team, use page flags to put them in alphabetical order. For example: place all of your team members with the last name that starts with “L” on the same page(s) and then use a page flag, marked with the letter “L” on the first of your “L” pages.


Click/Touch here to go to the blog post where you can download this planner page. Scroll to the bottom, in the “new” section, to find this particular page.

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