How to Set Goals

As a rule of thumb, if you talk to 10 people and get 7.5 to test drive (75%) and get 5 into a write up situation (50%) you will sell 2 cars (20%).  So--why is this important?  Because you can set goals and use CSA 2008 to track how close you are to reaching those goals.


In your SETTINGS, you can set your default goals for each month.  


You can also edit your goals (Click PROGRESS and SET GOALS) from the main screen of CSA 2008.  Edit the goals like you would in a spreadsheet (use the arrows to move and press enter to edit--or use your mouse).  Click SAVE AND CLOSE when done.