Sales Goals

Setting up sales goals has never been easier! All you have to do is tell us what your goal is for the month, then divide up the Agency goal between all of your agents.  


Setting Goals

  1. From the main menu, click on My Agency
  2. Click on Sales Goals
  3. Select what metrics you would like to track from the drop-down provided
  4. Select the month you'd like to apply the goal to
  5. Assign each agent their own goals
  6. Click Save


 Still have questions? Contact Support.

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