How to Set Up Your Business Goals in Referral Maker CRM

/ How-To Instructions / By

Log in to Buffini Referral Maker CRM

  1. Go to My Business, and click on Business Goals.
  2. Enter the amount of income you would like to take home in the next 12 months.
  3. Enter your tax rate. (An estimate is OK)
  4. Enter your projected business expenses for the next 12 months. (Just ball-park it!)
  5. How much of your Broker Split do you keep?
  6. What’s your average commission rate?
  7. Enter your average sales price.
  8. Click Save.
  9. Click Weekly Activity Goals to see how your Business Goals break down into Activities.