Adding sales goals to AgencyZoom will help keep your agency and producers on track.
Owners and team members will see their daily goals, and as new business is written, the dashboard numbers will update in real-time.
How to Add Sales Goals:
Step 1) Click on the "My Agency" icon on the left navigation panel
Step 2) From the list of options, click "Sales Goal"
Step 3) Start by choosing your primary and secondary goal metric. For example: Home and Policy
Step 4) Choose the goal amount for each metric for each producer. As you edit these fields, you will see your agency's total populate at the bottom
Step 5) Click "Save"
And then you are done!
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)