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      Managers Daily Guide in ShareBuilder CRM

      How to Be Successful Using ShareBuilder CRM just 10 Minutes a Day!

      Corporate/Multi-Market

      • $ Glance at your % to budget by market. 

        • Who is getting you there – Local or National or both?

        • How are we looking in the next two months?

      Check Next Steps Maintenance

      • How much maintenance a market has is a good indicator of the market's health and an insight into how much they utilize CRM. Next Steps is located in the right upper corner of your Dashboard).

      Check Pending Dollars 

      This will tell you where they should end the month, given the pending they still have out. 

      • Sort first by L at the top N/R/L dropdown. You will see how much is local.

      • Sort again by the N. If this seems too high and unrealistic, request that the market clean up the national pending. 

      • Once it is clean, this should give you a pretty accurate picture of where you will end the month. If you are too high/low locally or nationally, you will be able to know who to coach for more accurate pending

      • Repeat, but change the month above in the criteria to the following month

      Look at the Booked changes. 

      This won’t be anything on Monday, but as the week goes by you can see how many dollars were added (or not). 

      Each month, look at the top accounts, attrition, and non-returning so you can be aware of your biggest accounts, where markets can add digital, and what pending you should be seeing (for the non-returning).

      You will always want to glance at a market's Dashboard, to see:

      • Their top accounts (lower part of the Home Page)

      • Their top Pendings (lower part of the Home Page)

      • The market's top AEs (so you can see who the producers are)