The SetSchedule Book of Business Audit (BoBA) is a list of all the agent’s active opportunities where they can indicate their contract status.
It is important for agents to keep track of the opportunities in their pipeline to stay on top of their business. The BoBA simplifies the process of updating opportunities through a monthly email, and with just a few clicks.
Agents will be sent a list of all their opportunities where they can update the status of their deal whether they have closed, failed, or still need more time.
The Book of Business Audit is sent every first day of the month to agents with active opportunities in their CRM through the email associated with their SetSchedule account.
As always, should you need further assistance please contact us at support@setschedule.com or chat with us online.