There are many uses for the Ultra-Staff Daily Planner Loader utility. The most popular are:
•New employee on board. When a new consultant is brought in, they won’t have any records allocated to them. This is the perfect tool to choose Applicants, Clients, and Client Contacts and assign them to a new consultant.
•Assistance from one consultant to another. There might be one consultant with 50 follow up calls, and another with 2. This is a quick and simple way for consultants to help each other out.
•Purchasing of Lead Lists. Lists can be purchased and converted into the Ultra-Staff system and easily allocated to other consultants.