ISCA Members Spreadsheet

What Needs to be Updated every 2 weeks:

New Members are added and details updated
Check that all Members have the correct tags (When they first join the program ISCA Members Tag and Completed ISCA Questionaire tag OTHER)
Facebook Requests and Members added
Payment Plans up to date
1. Websites Ordered
2. Bonuses Available

ISCA Spreadsheet: Dropbox > 2022 Virtual Assistant Team > PRODUCTS > ISCA
Document Name: Coaches 2017 - 2023

1. New Members are added and details updated

1. Open up the All Sales Order Reports in Infusionsoft for the month/dates you are checking.

(Infusionsoft Menu> E-commerce > Reports > All Sales (Itemized) Reports)

2. Shuffle the report by clicking the title Product Name - So that you can scan down to the purchased ISCA Products.

Product Names can be found here:Sandy Forster - Funnels - Google Sheets

For example: "MAY 2022 ISCA PRODUCTS AND ORDER FORMS" and you will see the name of the product

3. Open the ISCA Members Spreadsheet: (As of January 2023)

File name: Coaches 2017 - 2023

Dropbox > 2022 > irtual Assistant Team > ADMIN

4. When you find a new ISCA Purchase on the report page click the contacts name and open in a new tab
(This is so you can go back to the report without having to redo your search)

5. Add the Coaches details in the spreadsheet as follows.

You will find the First & Last Name, Email, Country on the top of the contact.

To find out information about the order (you need this to fill out the payment information - scroll down to Orders which you will see whether the coach has paid in full or on a payment plan.

NOTE: We like to keep the PIF payments in green so its super easy to see who is in a PP

6. Once you have completed that coach - close the tab and fill out the other new coaches information with the same process above!

7. FINAL TO DO: Once you have finished update the date and intial so we know who updated the form last