DEAL MANAGER TO GO:
NEW – Commission Goal & Progress Bar
You can now see your commissions for the year right on your home page. You can also set a goal for each calendar year and track your progress in the graph.
- To set your goal click on “Set Goal”.
- Click the navigation icons on either side of “Set Goal” to move to a prior year or the next year.
NEW – Add Condition button in Deal Entry
When entering conditions on a new deal you will now start with only 1 condition being displayed and an “Add Condition” button.
- Enter your first condition information and then click “Add Condition”.
- The next condition’s due date will default to the first condition’s due date automatically. This will help save time when all conditions have the same due date. You can still change the due date for individual conditions if necessary.
- You can add as many conditions as you need
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