Create personalized KPI tracker and share with broker
Create personalized KPI tracker and share with broker
You lack personalized KPI trackers when broker activity changes, so one-on-one prep misses recent performance context. Brokers receive a private tracker and CRM links update same day.
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Overview
When a broker's activity field changes, provision a private KPI tracker and email the broker automatically to remove manual file work. That gives brokers current goal sheets and ensures CRM records contain the tracker link the same day, improving one-on-one prep.