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...
Trackables
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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...