TOUCHPOINT 1

Let’s Get Started!

  • Run an Income Journal for 30 days to Today 

  • Scroll to the right and click the Vertical 3 dot ellipsis and choose Columns

  • Remove a column

TOUCHPOINT 2

Run an Expected Commissions Report

TOUCHPOINT 3

Run any other report and try grouping ​(add column to the header)

YOUR PROGRESS


You’ve completed Step 6; great job, you have completed all the guides! Please make sure to have submitted all of the surveys at the end of the sections

COMPLETED: Step 6 of 6 (100%)

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