SET UP:
If I don’t enter my goals when I set up the app, can I enter them later?
Yes. If you didn’t enter your goals when you set up your account, the app will put default goals in your app. From the home screen, tap the GOALS tab in the footer. Update any of the blue fields on this screen. Simply tap on the blue text and change it. Tap SAVE at the top of the screen to save your goals. Your goals will immediately update in all sections of the app.
I didn’t know my performance stats when I set up my app. I know my numbers now. How do I update the goals in my app?
If you did not enter your actual performance stats when you set up the app (such as your average % of deals that close, average GCI per close, average number of appointments to get a listing, and/or average number of prospecting contacts to get an appointment) then you can update these numbers through the GOALS screen at any time. From the home screen, tap the GOALS tab in the footer. Update any of the blue fields on this screen. Simply tap on the blue text and change it. Tap SAVE at the top of the screen to save your goals. Your goals will immediately update in all sections of the app. The better you are at different parts of your business, the easier it is to achieve your goal.
