ResiOnboarding HelpBook a walkthrough

Log your selling time

Platform: ResiCRM ยท For: Sales

Time Selling Zone shows how your selling time is going. Find it under Engagement.

Log time

  1. Choose Log selling time.
  2. Pick the Community and, if it applies, the Prospect.
  3. Choose a category, such as Prospect engagement or Community outreach.
  4. Pick the Activity type and Date.
  5. Enter Hours and Minutes.
  6. Under What did you do?, write a short description.
  7. Choose Save selling time.

Log completed time only. An entry can be 1 minute to 24 hours.

Check your progress

  1. Choose Daily, Weekly, Monthly or Quarterly.
  2. Use the arrows or date field to change the period.
  3. Review My weekly selling goal and Activity breakdown.
  4. Read Leadership comments for feedback from your leader.

Good to know

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.

Still stuck? Ask our chatbot in the bottom right corner, or send us a message.