MoxiEngage is now displaying team Engage activity to Team Leads in an easy-to-read dashboard. See a roll-up of information about how many transactions are in flow for the whole team as well as a breakdown per team member showing total transactions in flow, their personal goals, and the number of touchpoints.
Select the drop-down menu from the Agent Dashboard and chose Team Mode.
TIP: Only Team Leads have access to the Team Engage Dashboard. If you are part of a team but do not have this option in the drop-down menu, your Team leader can update your status. If you are the Team lead, or your Team does not have a designated lead on your account, your office admin can update your team role for you.
Goals
Your Goals will be an aggregate of all your team members' goals. Each goal they have set for themselves personally will be reflected here.
-
- NOTE: You can set a team goal that is different from personal goals.
- Change this by selecting View, then selecting Team GCI from the settings wheel, and switch to custom GCI goal.
- Change this by selecting View, then selecting Team GCI from the settings wheel, and switch to custom GCI goal.
- Enter your amount and select done. Your GCI goal will be updated.
- NOTE: You can set a team goal that is different from personal goals.
- Sales Flow: This section will show a roll up of all the transactions currently in the pipeline for your entire team. You will be able to see, at-a-glance, the number of transaction and where they are in each zone.
- Team Member Breakdown:
- How many transactions each team member has in their Sales Flow and in what zone each transaction is
- Next to the sales flow numbers, you will see where each team member is in relation to achieving their goal.
- Additionally, you will see how many people each team member has subscribed to Neighborhood News.
- And finally, you will see a Status dot next to each person. This will tell you if they are on track to achieve their personal goal.
- NOTE: The more you utilized Engage and the Sales Flow, the more information and insight you will be provided.
- Member Profile: To view a team member, select their name from the list. This will bring you to their personal overview, provide you with insight and information about their Sales Flow pipeline and allow you to keep track of their progress over time by Saving Stats regularly.