Book of Business Audit (BoBA)

SetSchedule Book of Business Audit

What is a Book of Business Audit - BoBA? (Desktop Version)
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 ...
Mon, 8 May, 2023 at 8:24 AM
How to Update Opportunities Through the Book of Business Audit - BoBA? (Desktop Version)
The Book of Business Audit is sent to the email address associated with your SetSchedule account. IMPORTANT: PLEASE DO NOT SHARE NOR FORWARD THE BoBA EMAIL ...
Fri, 31 Mar, 2023 at 3:23 PM
Why should I not Share the Book of Business Audit (BoBA) Email?
Please do not share nor forward the BoBA email to anyone. It contains a link that will allow anyone to access and update your opportunities. As alw...
Fri, 31 Mar, 2023 at 3:24 PM
How Can I Review My Previous Month’s Book of Business Audit (BoBA)?
If you need to access and review your previous month’s BoBA, all you have to do is to search for it from the email associated with your SetSchedule account....
Fri, 31 Mar, 2023 at 3:24 PM
What is a Book of Business Audit - BoBA? (Mobile Version)
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 i...
Mon, 8 May, 2023 at 8:26 AM
How to Update Opportunities Through the Book of Business Audit - BoBA? (Mobile Version)
The Book of Business Audit is sent to the email address associated with your SetSchedule account. IMPORTANT: PLEASE DO NOT SHARE NOR FORWARD THE BoBA EMAIL ...
Mon, 3 Apr, 2023 at 1:56 PM