Using Agent Success Tracker

Here you will find detailed instructions and video tutorials to get you up and running the right way fast.

Entering & Updating Your Income Goal
We use your yearly income goal to determine how many daily lead generation activities you must complete and how many of each of the following are needed:Appo...
Thu, 19 Apr, 2012 at 8:58 PM
Choosing What Daily Lead Generation Activities to Track
Based on your income goal, we recommend a minimum number daily lead generation activities. Please choose the types of activities that you’d like to track and...
Thu, 19 Apr, 2012 at 8:56 PM
Recording Your Daily Activities
Follow the simple instructions below to record your lead generation activities and appointments, new agreements, contracts, closings and commission by click...
Thu, 30 Jan, 2014 at 4:01 PM
Understanding the Dashboard
The Tracker Dashboard is the first thing you see when you log in every day and provides you with a snapshot of your current progress and the activities and g...
Thu, 19 Apr, 2012 at 8:59 PM
Understanding How To Interpret The Results Page to Increase Your Business
The results page is where you see your overall progress and can get feedback on your effectiveness.Time Period View: toggle to see your results for the curre...
Thu, 19 Apr, 2012 at 9:00 PM
Cancelling Your Account
If you cancel a paid plan within 30 days of signing up, you won’t be charged at all. If you choose to cancel your account in the future you will never be cha...
Tue, 24 Jul, 2012 at 9:53 PM