Too soon for pumpkins? Never! Autumn is creeping in, and with it comes the year-end crunch. But don't let it haunt you — we've got some treats (not tricks) to help you glide through the final stretch without a single scare.
Don't Let Your Numbers Turn into Zombies 🧟
Keep those projected payment dates accurate and up to date! It sounds like a small thing, but it's the single most valuable habit you can build this quarter. Accurate dates keep you and your team in the loop on what's actually landing this year versus next, and they make December a breeze when it's time to shuffle deals into the new year.
Then there's the other half of the job: the payments that are never coming. Once you've confirmed a payment on a closed deal is never coming back from the grave, it's time to write it off. This one step removes it from your agent's Outstanding Invoices and keeps your financials from getting haunted by ghost numbers.
It also saves you a conversation. Agents watch their Outstanding Invoices, and a payment that's been dead for eight months sitting on that list generates questions you shouldn't have to answer twice.
Here's how to write off payments.
Bury Your Dead Deals ⚰
If a deal has flatlined, don't leave it wandering the system like the undead — delete the deal. Dead deals clutter your pipeline reports, skew your projections, and make it harder for everyone to see what's real.
A quick pass through the pipeline before year-end is worth the twenty minutes. Anything that hasn't moved in a year and isn't coming back should go.
Exorcise Old Users from Your System 👻
Got users lurking in the system who no longer work with your firm? Don't let them become permanent phantoms.
Mark them Blocked — this keeps them from gaining access, and a Forgot Password request will no longer go through. Then, if they have no outstanding dues, Archive them. Archiving removes them from the agent selection drop-down menus and from your office reports, which quietly cleans up every list you touch for the rest of the year.
And remember — only company administrators can conjure up (add or edit) users.
Learn more about user changes here.
One Last Treat 🍬
Don't forget our monthly training calls! They're the perfect chance for new team members to get the lay of the land and ask questions before things get too spooky.
- Admin calls — the 3rd Wednesday of every month
- Agent calls — the 3rd Thursday of every month
Check our Monthly Training page for links and times.
Stay safe out there — and may your deals close before the witching hour! 🦝