Fiitfu Resource Centre

 

Here’s a list of each tab and some of the great things you can do on each tab:

Dashboard Tab

• Shows you your follow-ups (Today, Tomorrow, and Overdue)
• Reminds you of your WHY?
• List of common tasks in the I want to section
• Shows you a list of clients that haven’t been contacted in over 6 months

Calendar Tab

• This is your follow-up calendar and shows you all your follow-ups past, present, and future.
• Update, complete, and reschedule your follow-ups
• See at a glance what you have going on!

Contacts Tab

• Search for any clients based on multiple options, including status and interests
• Send group emails
• Create client profiles
• Access client profiles and manage client information

Events Tab

• Create and manage events
• Search for hosts/hostesses and attendees

Orders Tab

• Create and manage orders
• Print and send invoices
• Search for orders that contain specific products
• Search for orders by client

Gifts Tab

• Create and manage Gift Certificates
• Search for Gift Certificates that have not been redeemed
• Track Samples that you give out
• Track gifts and donations

VISIBLE WHEN YOU HOVER OVER THE MENU ICON (3 horizontal line in right upper corner of the screen):

Messages Tab

• View messages that you have sent through FIITFU
• See statistics for each message sent (For example, open / click rate and bounces)

Products Tab

• Create and manage products in your account
• Search for a product by name or item number

Files Tab

• Add and manage files for your FIITFU account (Including PDF, image, Word, and Excel files)
• Link files to clients

Referrals Tab

• Refer FIITFU to your team members and receive credit for your own FIITFU account

Reports Tab

• Generate reports on your data in FIITFU (Including Birthdays, Renewals, and Event Sales)

Settings

• Access to Subscription and customization for your Fiitfu Account

Logout

• Will log you out of your current Fiitfu session

Help

• Searchable topics for support with using Fiitfu