It is a very practical tool to be able to control all the activity of the office users. It is divided in two: statistics and objectives.
Statistics:
Displays the statistics of the office and that of the commercials. You can choose the specific date you want to see them.
Objectives:
By entering the individual tab of each commercial you can set the objectives you want that user to have in a given month.
To do so, click on the name of a sales rep and you will see this screen:
Click on add at the top right and you will get a series of data to fill in, such as:
User: you choose the user for whom you want to set targets.
Period: you choose the month in which these objectives have to be fulfilled.
Real estate capture: number of captured properties that have to be reached that month.
Visits: Visits to properties with clients that have to be made that month. Remember to write them down in the calendar so that they are accounted for.
Demands: Number of crossings of demand that they have to do. They are the demands that you have assigned, whether you have created them or not, and with which you have made a cross of demands. That is, a contact type "demand" to which they have given "like" (or have been marked as "I like") to properties for which you are responsible.
Not all fields are mandatory, only those marked with an asterisk, as not all users may have to meet objectives in all categories.
At the end of the month, you can check how many objectives each sales rep has met by clicking on his or her name and selecting the period you want to review:
Frequently asked questions
How do transactions count?
From your contacts information sheet, add a task as following:
Add a task and change its kind to "close sale" or "close rent"
Link the property to the task.
Mark the task as completed.
How does the income work?
It is necessary to create an offer and accept it.
Important: your property sheet must contain the agency's commission. Otherwise it won't count.
If you have any questions, please contact us via chat!