Go to My Business. Click Lead Generation Activities in the Reports section on the right side of the My Business Dashboard. You can view previous activities and goals by week or by month.
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Go to the Calendar page. Click New Appointment underneath the calendar. Fill out the form and click Save.
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How to Set Up Birthday Reminders Birthday reminders will automatically remind you of your Primary Relationships’ birthdays as well as Spouses’ birthdays. To set them up: Access Settings by clicking on your name or the cog wheel icon on the top right-hand corner of every page. Make sure the box next to Birthday Reminders is checked. Choose Groups by clicking
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On the Dashboard, click the blue plus sign in the upper right corner of the To Dobox. In the Relationship Profile, click the Add To Do icon to the right of the Add Activity menu.
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The Priority Action Center lists your relationships based on the priority you set for them and then by the date you last contacted them. It is designed to present you with the 5 most important people to contact right now. As you complete activities, your list will be refreshed. When you complete an activity: A+
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Go to My Business, and click on Weekly Activity Goals. Click on the drop-down menu Select Custom Goal. Select Add Custom Goal. Type the name of your goal in the text box and click Save. Now that you’ve created your goal, enter a number for your weekly target, check the box under Display on Dashboard and click Save Changes. To track an activity to
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Go to My Business, and click on Weekly Activity Goals You’ll find this page auto-populated with numbers based on your Business Goals. You can accept these goals or write new ones by changing the numbers. Click Save.
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Log in to Buffini Referral Maker CRM Go to My Business, and click on Business Goals. Enter the amount of income you would like to take home in the next 12 months. Enter your tax rate. (An estimate is OK) Enter your projected business expenses for the next 12 months. (Just ball-park it!) How much of your
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