The Basics | Get To Know The Toolkit

Get familiar with the Back Office Toolkit by completing this free course. In it, you'll learn the why and the what of this amazing tool, discovering the Toolkit's many features as well as pro tips and tricks!

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Course curriculum

1

Welcome to the course!
- Let's Get This Party Started!
- Office Hours & Contact Options
- Toolkit Tuesdays | Live Weekly Training
- A Short Survey
2

Chapter 1 | Before We Begin
- Why Do We Need This?
- Course Chapter Overview
- Quick Tip
3

Chapter 2 | Getting Started
- Resource Guide
- Laptop/Desktop Installation
- iPhone/iPad Installation
- Android Installation
- General Toolkit Overview
- Refresh Your Data!
- Chapter 2 | Checklist
4

Chapter 3 | Downline Viewer
- Resource Guide
- Downline Hierarchy & Member Details
- Search, Filter & Focus Your Team
- Rank & Qualifiers
- Chapter 3 | Checklist
5

Chapter 4 | Commission Estimator
- Resource Guide
- How to Use the Commission Estimator
- Chapter 4 | Checklist
6

Chapter 5 | Reports
- Resource Guide
- All About Reports
- Chapter 5 | Checklist
7

Chapter 6 | Data Exporter
- Resource Guide
- Using the Data Exporter
- Chapter 6 | Checklist
8

Chapter 7 | Rank Planner
- Resource Guide
- User Interface Overview
- Changing Qualifiers
- Chapter 7 | Checklist
9

Chapter 8 | Po3 Planner
- Resource Guide
- Po3 Planner Interface
- Understanding the Po3 Planner
- Chapter 8 | Checklist