What are Trackables and how do I add them? A Trackable is anything that you want to track for your organization. This can be activities, such as referrals, calls...
What is a Value Trackable? How do I use it? Value is a new feature that allows you to enter a currency amount – such a Premium or Commission. If...
What is the Memo section about? This is where the players can enter any information that might be valuable to your organization in reporting. For instance,...
How should I use Individual Expectations? Expectations are numbers you set for each of your team members to achieve, either in quantity or amount currency, using...