We understand the importance of goal setting, especially in the sales environment. Successful sales agents always want to monitor their goals in real time and Ynot? has made it easy for agents to do just that.
In order to set Enrollment and Start Goals do the following:
Create new or edit existing start date by going to the Menu and selecting "Setup" then "Start Dates".
2. If editing an existing start date, either click on the title, then edit, or simply click the edit icon to the far right. If creating a new start date, click the "Add Date" at the top of the page.
3. Next, enter the Enrollment Cycle Date, Enrollments Goal, Starts Goal and save changes.
4. Once saved, the goals are displayed on the main dashboard on the Prospects Page.
