Deals - Add Option to Display "Won $" | LionDesk V2 CRM Ideas Portal

Deals - Add Option to Display "Won $" with YTD income

Agents have calendar year GCI goals to reach for their business plans and for award purposes. The income displayed in the "Won" category at the top should reflect our goals, which would keep track of our income won for that calendar year.

Guest
Apr 24 2020

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YTD on Closings / Commission Earned Merged

Would you guys be able to tabs that automates current total for commissions earned, total closings, etc. basically a way to track your goals for transactions and income goals. I used to use buffini crm and this was one of the best features the...

Created 12 Sep 05:16pm by Guest

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Deals - Add Option to Display "Won $" with YTD income

YTD on Closings / Commission Earned Merged

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Deals - Add Option to Display "Won $" with YTD income

YTD on Closings / Commission Earned Merged

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