How to Submit a Performance Score Card

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ByZoom Apps

Added in Version 0.34

Overview

  • In this article we’ll describe how to submit a Performance Score Card. NOTE: This function is only available to System Administrator users.

Submit a Performance Score Card

  1. Open the Sales Dashboard
  2. Navigate to the month you would like to submit
  3. Click the Performance Scorecard button. This will open a dialog page which will display the Performance Score Card data for the month (automatically calculated from the Sales Data)
  4. Review the data and at the bottom enter details for Total Local Lead Generation Strategies and Other Direct Leads
  5. If the data is correct, click the OK button. This will submit the data directly to Solahart
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