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The Active Agent for Outlook Goals module allow you to establish appointment oriented goals based upon your Income goals and your business characteristics.
Key Points of Interest of the Goals Module:
| • | All Yellow fields are editable and are used to calculate the values in the white fields. |
| • | E&O and Anniversary month do not impact the calculations. |
| • | Add Goals to your Task List will create/update a on your default Outlook task list with: |
| • | Buyer Appointments: 0.54 |
| • | Buyer Appointments Taken: 0.42 |
| • | Gross Revenue from Buyers: $1,662 |
* if previously added it will update the task noting the old goals and adding the new goals.
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