My Planner: The RM Productivity Tool - Step by Step Guide

A cutting-edge tool designed to enhance sales productivity and streamline activity tracking for Relationship Managers (RMs).

This powerful feature empowers RMs to efficiently manage tasks, including onboarding new agents and supporting partners on booking premium with minimal effort.

With the in-app "Download Report" feature, RMs can easily receive a detailed summary of their activity funnel via email.

Additionally, sales hierarchies can monitor RM activity funnels and attendance across different zones through automated email reports, ensuring smooth operations and transparency.

Watch Out Here - Step by Step Guide to use My Planner

00:11- 00:30 - Key Features of My Planner
00:31- 02:05 - How Onboarding Works
02:06- 03:40 - How Premium Works
03:41- 04:01 - How to Mark Your Daily Attendance & Close Pending Activities

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