How to Assign a Goal Plan to a Team Member

To assign your Team Members to their Activity Goals Plans follow these steps. 

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. Scroll down to Agency Tracking.  
4. Under Assign Goal Plans, select the goal plan for each Team Member.
5. Don’t forget to assign the Weekly and Monthly goal plans, if applicable, as well.
6. The system will automatically update and save your selections as you go.

Most Agencies only track Daily, Weekly and Monthly activities, so we typically assign these to you during your initial account set-up. If you want to create a new Goal Plan, or wish to create various goal plans for specific Team Members, you can find the steps to set this up HERE.

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!