Monthly & Yearly Goal Setting for Agents and Carriers

Anjali Kapadia — Thu, 29 Sep 2022 08:40:24 +0000

You can view monthly and yearly goal setting for agents, and carriers. This enhancement will help you have a sorted view. For each table, you add, edit or delete goals. Deal values pulled from quotes of the pipeline cards.

To view the enhancement:

Navigate to Pipeline Manager
Click on 3 dots icon
Click on settings

Note: Monthly and Yearly Goal setting is available for Goal Setting (Agent), and Goal Setting (Carrier).

To set monthly/ yearly goals for Goal Setting (Activities)

Select Goal Setting (Activities)
If you want to set monthly goals, click the button beside monthly and click on the drop-down to select the month.

To set monthly/ annual goals for Goal Setting (Carrier)

Select Goal Setting (Carriers)
If you want to set monthly, click on the button beside monthly and click on the drop-down to select the month.

If you want to set annual goals, click on the button beside yearly and click on the drop-down to select the year

Note: By default, goals will be set monthly, Once you change it to yearly, it will be saved and the next time you log in, it will reflect the saved preference.

If you want to add goals, click on add goal button and fill in the details and click on save. The newly added goals will be reflected in the goal chart.

If you want to edit the goals, click on the edit button and edit the details and click on update.

To delete, click on the bin icon and confirm your action

The post Monthly & Yearly Goal Setting for Agents and Carriers appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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Monthly & Yearly Goal Setting for Agents and Carriers