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User Guides

Goals, Surveys & Knowledge Base

Goals, Surveys & Knowledge Base

Goals & Targets

Set monthly and yearly targets for agents (leads, revenue, deals). Track progress in real-time with visual progress bars.

Surveys

Create surveys with various question types: free text, rating, multiple choice and yes/no. Send to clients with a public link and analyze responses in real-time.

Knowledge Base

Build an internal knowledge base for your team with articles, categories and search. Articles can be featured and published or saved as drafts.

Company Newsfeed

Internal news board for the team — post updates and announcements, add likes and comments, and pin important posts.