Set goals and coach your team

Platform: ResiCRM · For: Executive Director, Regional Sales Director, Organization Admin

Leaders use Time Selling Zone to review team activity and coach counselors.

Open the team view

1. Go to Time Selling Zone.
2. Choose Team activity.
3. Filter by period, community and team member.

Set a weekly selling goal

1. Under Team performance & coaching, find the team member.
2. Choose Set goal in the Weekly goal column.
3. Enter Hours per week.
4. Choose Save.

Add a coaching comment

1. Choose the comment icon in the Coaching column.
2. Enter your Recommendation or feedback.
3. Choose Save.

The counselor sees it under Leadership comments.

Set visit goals

1. Choose Weekly, Monthly or Quarterly.
2. Under Tours & staycation conversions, pick the Team member / community.
3. Enter the Tours and Staycations goals.
4. Choose Save visit goals.

Good to know

• Team totals show selling time, tours, deposits and move-ins.
• Community comparison shows totals side by side.
• Use the archive icon on an entry or an incorrect outcome. The record is kept, but it leaves lists and reports.
• Analytics opens these results as Team activity & sales outcomes.
• Regional Sales Directors and Organization Admins can use Regional Overview for the portfolio view.

If something goes wrong

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.