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Pipeline
PV
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My PV
Sales
Reports
Team
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Team Total
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Settings
Daily Goals
⊙
SYS goal
Share Your Story — daily target
3
⊙
DTM goal
Do The Most — daily target
1
Reports
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View reports
Metrics, dropout chart, daily SYS/DTM
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Notifications
◎
Enable notifications
Tap to allow follow-up reminders
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▶
Send test notification
Confirm notifications are working
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Data
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Export as JSON
Back up all your data
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↓
Import from JSON
Restore previous data
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⇪
Import customers CSV
Bulk add from spreadsheet
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Account
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Back to home
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Rivas Lifestyle Co. — v2.0
Follow-up reminder
Start date
Daily time
Repeats daily at this time until stage changes.
Snooze until…
2 weeks
1 month
3 months
Custom date
New prospect
Name
Where you met
Phone
Notes
Date met
Owner (auto-set to you)
Reminder (optional)
Repeats daily at this time until stage changes
New customer
Name
Phone
Email
Address
Notes
Log sale
Customer / name
Product
PV
Revenue ($)
Date
Add team member
Name
Month-to-date PV
0%
Performance bonus
Reach 100 PV to earn 3%
Update PV
Date
Month-to-date PV
VCS PV
0%
Performance bonus
Reach 100 PV to earn 3%
0%
VCS
Target: 60% of total PV
Import complete
Filter & Sort
Mark as quit
Quit date
Note (optional)
This member will be hidden from your team and skipped on future CSV imports. You can restore them anytime from their profile.
Next action / follow-up
Journey timeline
Details
Details
🎉 Launched!
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Add them to your team now so their Amway data links up on the next CSV import.
IBO Number (optional — can add later)
They'll be hidden from your active pipeline but still counted in your launch stats. You can edit their IBO number anytime from their team profile.
Mark as Fell Out
Why did they fall out? (optional)
Date fell out
What would you like to log?
Personal
My PV
Date + amount only
Customer
Sale
Name, PV, revenue
Log personal PV
Date
PV amount
Reconnect
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How did it go?
Note (optional)
Transfer contact
Message (optional — they'll see this)
Add contact
Name
Phone
Email (optional)
Import contacts