How to Log Activities on Your Dashboard

Many agents have their team track specific activities throughout the day, week, and month. Some of these activities may be linked to a bonus payout, so it's important to log these activities accurately.

To access your dashboard, you will click on My Dashboard. If your agent has assigned you to a goal plan, you will see your activity goals within each bubble. Here is an example:

You can change select the date you wish to view, as well as view your daily, weekly, and monthly goals by clicking here the areas of the arrows, as seen below:

Logging an Activity

To log an activity entry, simply click on the orange + symbol within that activity bubble. 

You can also add multiple entries at once. For example, if you need to log 50 calls, you would locate the activity bubble titled "Calls", enter "50" in the number field, and click the orange + symbol to save the entry:

Deleting an Activity Entry

To delete or undo an entry, simply click the orange - symbol, or you can enter a number manually within the number field and click the orange - symbol, as well.

Notes

Some activities require a "note" when logging an entry, especially if the activity is linked to a bonus. You can tell which activities require a note because they will have a blue flag next to the title. When you log an activity with a note, a box will pop up when you click the orange + symbol:

To view the entries you have logged that required a note, simply click on the link in the bottom left corner of your activity goals dashboard that says "View Activity Details":

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!