Market Target System · Fort Myers
Published quota ladders, gross-profit components and operating costs for both stores and the market.
See the work being logged and the sales book behind each associate.
Follow up with customers, review ownership requests and investigate quotes without recent purchases.
Open notes with a follow-up date. Select a row for the builder’s notes.
Requests carry the existing 48-hour review clock.
Start with the account and its notes. Reassignment is available when a change of ownership is warranted.
Resolve record links and review past decisions.
Removing access signs that person out of every device immediately. Their records remain.
Claimed_Pending Proposed link attached
Mark rules on claims within 48 hours. Until then this builder sits at the top of MY TARGETS with a pending chip — notes are open, Advance is locked.
If he approves, your link becomes the system's link. If 48h passes without a ruling, the chip turns red on your screen and on the GM queue.