Follow the simple instructions below to record your lead generation activities and appointments, new agreements, contracts, closings and commission by clicking on the 'RECORD ACTIVITY' button on the left side of the screen.
Add that day's lead generation activities in the 'TODAY'S ACTIVITIES' tab:
- Click on the 'TODAY'S ACTIVITIES' tab
- Click on 'CONTACT MADE' to record one contact, touch, email, mailer sent, etc...
- Click on 'APPOINTMENT SENT' to record an appointment set as a result of the specific lead generation activity.
- See a running track of that days activities. Click the 'x" on the right to delete one contact or appointment set if you accidently enter a contact of appointment set.
Add that day's success in the 'TODAY'S SUCCESS' tab:
- Click on the 'TODAY'S SUCCESS' tab
- Click o plus or minus button to record one appointment completed, new listing, new buyer agreement, contract in escrow, or closing.
- Enter any commission you have earned that day as a result of a closing and click submit. REMEMBER, this is the amount of your commission check from your broker, not the GCI.
- Choose from 0-9 to record the hours you have worked that day.
- See a running track of that days successes. Click the 'x" on the right to delete one contact or appointment set if you accidently enter a contact of appointment set.